Retirement Planning Resource Videos
Benefits of Saving Early
Tax Efficient Distributions-Roth Conversions
Evaluating withdrawal Rates
Life Expectancy Probabilities
The Retirement Equation
Spending and Inflation
Retirement Savings Checkpoints
Who is University Financial Strategies
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 Fee-Only Raleigh Financial Planner™
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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