Our Solutions
We Help Families & Individuals Manage Their Wealth and Create Financial Plans For Success
College Funding
Our client relationships often begin when families realize they don’t have a plan in place to pay for college. We help our clients increase affordability by making the most of school selection, financial aid, tax opportunities, and using their own savings and income.
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Retirement Management
It’s often hard to think about your own retirement when you’re staring down the barrel of four years of tuition and housing expenses. Once we have established a college funding plan, we turn to your retirement goals. Together we’ll create a plan that helps you prepare for the retirement you want.
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Investment Management
Paying for college and retirement isn’t easy. We are firm believers in an approach called core satellite, which allows us to build portfolios that have aspects of low-cost, tax-efficient passive strategies while also incorporating more active strategies with an emphasis on risk management.
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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.
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Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo
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.
Address
4801 Glenwood Avenue
Suite 200-630
Raleigh NC 27612
Phone
Disclaimer
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.
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