by Mark Kelly | Mar 12, 2019 | College Planning, Financial Planning, Retirement
View Full Details On "How It Works" Related Articels How It Works Video by Mark Kelly | Mar 12, 2019 | College Planning, Financial Planning, Retirement Related ArticelsWould You Like Help Creating A Plan For Your Child's College Fund Or Your Own Retirement...
by Mark Kelly | Feb 21, 2019 | Financial Planning, Retirement
See how we interactively help you plan for the future 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...
by Mark Kelly | Feb 18, 2019 | College Planning, Financial Planning
Action Plan for Juniors and Sophomores If you have a child who is in their Spring of their Sophomore Year or who is their Junior college may on be on your mind. Perhaps it is the ton of mail you are receiving from the Colleges and Universities which is addressed to...
by Mark Kelly | Feb 8, 2019 | College Planning, Financial Planning
Don’t wait to have this conversation. Choosing a college is an emotional event and paying for it can have consequences for the parent and the student. As a parent of a college student and High School student, I can appreciate how easy it is to get swept up in...
by Mark Kelly | Aug 1, 2018 | College Planning, Financial Planning
It is less than 3 weeks before my oldest daughter goes off to College and every day I get some type of letter offering us ways to pay for it. The latest letter says “Figuring out how you”ll pay for college can be tough”. They go on to say they are here to provide...
by Mark Kelly | Apr 9, 2018 | Financial Planning, Retirement
For people who do not have a financial plan and would like to start proactively planning for their family’s financial future and/or are about to experience a life event (ex. changing jobs, moving or retirement) that warrants a new plan. You Will Receive: One two-hour...
