See how we interactively help you plan to pay for college.
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.
Learn How to Remove Items From Your Credit Report Credit is an important part of most people’s lives. It lets lenders know how trustworthy you are with borrowing money. This includes everything from a personal loan to a big financial commitment like a home mortgage. ...
Why a Cap Weighted Index can skew results We believe in Financial Planning first with your Investment Portfolio as the resource to help fund your goals. We also believe emotions impact whether a client can achieve their goals, so our job is to help guide...
Every wonder what the amount of debt on your student loan translates in terms of payment? Watch our Video above to see how knowing in advance and being intentional with how you pay for college can have a tremendous impact on both the student who graduates with Student...
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.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.
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