What Is The Cost of Going it Alone?
Are you asking the right questions or have the knowledge in areas which can greatly impact your financial future?
As a Raleigh Financial Advisor and Fee-Only Financial Planner our mission is to Serve and Empower you one baby step at time so you make better financial decisions in your life.
Don’t sabotage your future. The First Step Starts with a Free Retirement Assessment. Click Button below to Start:
A REAL FINANCIAL PLAN FOR YOUR FUTURE
Customized Financial Planning & Investing
As a CERTIFIED FINANCIAL PLANNER™ Professional and Raleigh Fee Only Financial Advisor we serve and empower clients by guiding them through many of the life events they face. Knowledge is power and leveraging Dave Ramsey’s 7 Baby Step Process we can help you undestand where. you are in your journey and provide a clear path to Financial Freedom and success.
For many families we focus on Baby Step 4 and 5 which are focused on Retirement and College Funding often the steps done out of order.
Parents want the best for their children, but may not understand the consequences of having to pay for college. The saying goes you can get Financial Aid for College, but not for Retirement.
Combines Investment Management and Financial Planning into a Holistic Package.
Ongoing comprehensive customized planning advice, covering all areas of personal finance, with a regular schedule of progress meetings with a Financial Advisor.
Create a Diverse Portfolio
Did you know human beings are twice as concerned about avoiding losses than they are about achieving potential gains?
This is why humans tend to sabotage their own investing. As a Financial Advisor we can build you a customized portfolio coordinated across all of your accounts including your company retirement plan.
Late Stage College Funding
Plan for Paying for College
High-Earning families face a unique challenge in paying for education. They don’t qualify for financial aid, but income levels may not be high enough to add college expenses to an already full plate of expenses and retirement goals.
As a Financial Advisor and coach we help our clients increase affordability by making the most of school selection, financial aid, tax opportunities, and using their own savings and income.
Personal Financial Coaching
If you want to win with money, you need a plan that works. Dave Ramsey’s 7 Baby Steps work because it is a clear path to know where you are and where you are headed next.
It is not a simple fix to making you wealthy, but we believe as we guide you and you follow each step in order with great focus and intentionality it will change your life.
How We Work. Our Mission & Values
Is a Fee-Only Financial Advisor Better? We believe in Real Financial Planning created for your unique needs. As a Raleigh Financial Advisor and CERTIFIED FINANCIAL PLANNER™, we believe in the Fiduciary Standard and never earn commissions or kickbacks as we are Fee Only.
Fiduciary- Under oath and law to put your best interest first at all times. This is the highest legal and ethical standard for financial advisors.
Independent- Not affiliated with any life insurance company, annuity product, bank, or brokerage house.
One Size Fits One
Create a Strategy That Works For YOU
Funding Your Children’s Education While Planning Your Own Retirement Is a Balancing Act. As a Financial Advisor we Help Families & Individuals Manage Their Wealth and Create Financial Plans For Success
Focused on Risk First
Let Us Help You Take Your Money To New Heights
Did you know humans are twice as concerned about avoiding losses than they are about achieving gains?
When it comes to investing, it is natural for your emotions to get in the way. It’s human nature to overthink, overreact, and, at times, be overwhelmed. Whether it was the Pandemic or a banking crisis it seems something is always creating fear for the average investor.
As an Independent Financial Advisor, University Financial Strategies serves as an emotional circuit breaker so you don’t abandon a well-thought-out plan. That helps give you the best chance for reaching your goals, instead of letting human nature get the best of you.
Retirement and College Funding Strategies
As an Indepent Financial Advisor we believe in providing information to our clients so they can be a more informed on strategies for paying for College along with Retirement Concepts to maximize their wealth.
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...
With Student Loan debt surpassing $1.6 Trillion families need to be an educated consumer of a college education. The Family Portal is a step to helping families figure out how to pay for 4 years of college down to the penny.
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...
We are just a couple of weeks away from FAFSA being available for Seniors in High school, so I wanted to share a couple of take aways from a research paper put out by Sallie Mae. In the research paper it details how we are paying for college in the US. Specifically...
Schedule a meeting today because:
You need a 2nd opinion Your current plan is not working You have no idea how to pay for college
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
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.
Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.