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...read more
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...read more
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 the...read more
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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