WHO WE SERVE
Our clients tend to be engineers, professionals, business owners, or work in management positions. The families we serve are generally higher income earning families with desires to lower the cost of college without sacrificing their standard of living or robbing them of their retirement assets. They have children or grandchildren currently in or planning on attending college. They probably have not adequately saved for college. They have major concerns including having the cash flow to pay for college and/or having excessive college loans after graduation.
They may even have a top honors student and want to compete for admissions into an elite school. Or have a student that does not have a clear career path.
The concerns all of these families have in common is providing a high-quality education for their child(ren) or grandchildren and that they don't believe they qualify for traditional college financial aid. Often the expense of college impacts their ability to adequately plan for retirement at the same time. Hence the age-old question, "Do we sacrifice our retirement or saddle our children with a large amount of debt?"
Navigating the complicated maze of college preparation, admission forms, FAFSA forms, and misconceptions can cost you thousands of dollars in unneeded college expenses WITHOUT EVEN KNOWING IT. With proper planning the overall cost of college education can be reduced without sacrificing your future retirement and current lifestyle.
If this description sounds like you, then go ahead, click below to find out more.
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No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws Registered Representatives of Linsco/Private Ledger may only discuss securities with or transact business with persons who are residents of the following states: AZ, CA, CO, HI, ID, KS, NM, NV, OR, UT, WA.
Securities and financial planning offered through LPL Financial, member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit SIPC.org. LPL Financial is also a member of FINRA and An Investment Advisor.