employment rate for 18 to 24 year olds with a bachelor’s degree or higher.
employment rate for 18 to 24 year olds who received a high school diploma.
higher median earnings for 18-24 year olds with a bachelor’s degree vs. high school diploma.

Comprehensive Financial Help – Advice and Implementation

List of Services

  • Strategizing IRA/Roth contribution plans for students
  • Generating a financial statement for parents
  • Evaluating UGMA, UTMA, Coverdell and 529 Plans
  • Assisting with debt control and credit issues
  • Analyzing current and future cash flow for educational funding needs
  • Evaluating tax benefits of college funding plans
  • Reviewing insurance needs
  • Assisting with student Healthcare Proxies, HIPPA release forms, and Power of Attorneys
  • Setting up budget and financial management strategies using our proprietary online program

Interested in having us help you?

Click here to start today!

Kim & Jay’s Achievement

Parents with newbornKim and Jay started their family when they were in their 30s. With a modest income, they were concerned they would not be able to afford the high cost of college for their daughter Ashley. They came to us for financial advice. We first put them on a budget. Then we explained how similar families successfully afforded college tuition for their children using college investment plans such as the 529 plan. Kim and Jay left the appointment rolling up their sleeves and ready to get to work.

College savings documentsWithin a few weeks, Kim called us with terrific news. She explained that she and Jay talked to his parents about 529 plans. The parents decided to gift them $20,000 to start a college savings fund for Ashley. The $20K initial investment, coupled with $100 monthly contributions, grew their college fund to $110K in 15 years and saved the couple over $37,500 in taxes.

College student in classToday, Ashley attends a state university. She was awarded a merit scholarship and took out a small loan. The rest of her education is funded by the 529 plan. Ashley is studying to be an architect; Kim and Jay are proud parents.

Parting Thoughts…

An elderly hand and a younger persons hand holding each other

"Gratitude can trigger the need for physical contact and touch can make us feel more grateful. The next time you are feeling grateful to someone, give her a hug or a touch on the hand or shoulder." ~ Dr. Robert Emmons

“I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
Maya Angelou