college planning

Click to watch a quick educational animation on the importance of getting a head start on college savings..

With college tuition costs continuing to climb at an alarming rate, proper college planning is more critical for parents today than ever before.

Did you know that the average college student will graduate with $30,000 of student loan debt?

That may not sound like a lot, but when you take into account the fact that they have to pay interest on that debt once they graduate college, the albatross of student loans can create a difference of as much as $350,000 by the time they reach retirement!

There is a multitude of vehicles out there that can be utilized to create a college savings plans for your future college graduates, and it is critical to understand your choices.

We work with our clients to outline financial and savings solutions that fit their lifestyle and budget. The strategies we employ help to ensure your future college graduate will be armed with the vital education they need to thrive in today’s world, without being burdened with excessive student loans.

Let’s work together to realize your child’s dreams.

ProtectING What Matters Most

Have questions? We've got answers.

Our team of associates and financial professionals are available to assist you in accomplishing your personal and retirement goals.

Their role is to educate you on the options available for meeting your financial objectives and assist you in making more informed decisions.

Let us help you eliminate the uncertainty and make the most of the nest egg you’ve worked so hard to build.

Send us a message

Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, we can help you create and enjoy the financial future of your dreams.


1752 Aspen Lane, Weston FL 33327


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