A growing number of parents are becoming concerned over the limitations of their college savings options and the poor returns they’re generating. 529 college savings plans have been criticized for their anemic returns and high fees, and parents are often limited to plans available in their state.
We are dedicated to providing investment management and strategic wealth planning to people in and near retirement. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.