See how we are empowering Families to be an informed consumer of a College Education.
At University Financial Strategies we are focused on helping college bound families be an educated consumer of a college education. We use the College Pre-Approval Process and can help you make smart decisions on how to pay for child to attend college. College is more than just saving for it, but saving on it.
We are excited to offer a new Family Portal, so families can collaborate with us to help them save on the cost of college. With Student Loan debt now surpassing $1.6 Trillion parents need information to help them make decisions on how to pay for College.
Sending your child to College can be an Emotional Decision. Don’t make decisions this big on Emotions. Make it based on Facts. Please check our other Blog post on Talking with Your Child about College Costs
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SECURE 2.0 Act Enhancements Across the Retirement Continuum
Whether you have student loans, need to catch up in the final years before retirement, are facing taking required minimum distributions in retirement, or want to enact a charitable giving strategy, new rules create a smoother path.
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.
4801 Glenwood Avenue
Raleigh NC 27612
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