Simply provide your statement copies and we will furnish a confidential and unbiased analysis.
We were all burdened at birth with price inflation and taxes at every level. The only long term solution is EFFICIENT investment at the earliest age possible. Research and Investment Efficiency are essential to any comprehensive investment plan. Our goal seeks to lower investment costs wherever possible to increase your “bottom line”.
- Together, we create your Financial Inventory Checklist and Risk Profile
- We provide a formal Proposal of recommended solutions for your consideration
- With your acceptance, funds are transferred to a third party Custodian and our oversight
Please call: 1-800-547-7888 with questions specific to your needs.
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.
Our clients are provided with a FREE college tuition discount along with their family and any other relatives they wish to sign up for.