Fee Only Financial Planning For College-Bound Families & Dave Ramsey Listeners
University Financial Strategies is recommended by the Dave Ramsey SmartVestor Network
Funding Your Children’s Education While Planning Your Own Retirement Is A Balancing Act.
We Help Families & Individuals Create Financial Plans For Success
It’s often hard to think about your own retirement when you’re staring down the barrel of four years of tuition and housing expenses. Once we have established a college funding plan, we turn to your retirement goals. Together we’ll create a plan that helps you prepare for the retirement you want.
Paying for college and retirement isn’t easy. We are firm believers in an approach called core satellite, which allows us to build portfolios that have aspects of low-cost, tax-efficient passive strategies while also incorporating more active strategies with an emphasis on risk management.
The Way We Shop For College Is All Wrong.
Because most families cannot simply save enough or earn enough to write a check for college, being smarter consumers of education is imperative.
In This Guide We’ll Show You How To:
Step 1: Determine Available Personal Resources
Step 2: Establish a Maximum Student Loan Amount
Step 3: Shop for Schools Within the Budget
Would You Like Help Creating A Plan For Your Child's College Fund Or Your Own Retirement Needs?
We Help Families & Individuals Create Financial Plans For Success.
Mark Kelly, CERTIFIED FINANCIAL PLANNER™
We are recommended by the Dave Ramsey Smartvestor Network
At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.
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