“Our children mean the world to us and often we want to give them the world. Let's start with their education.” - Michelle Gordon
Personalized Funding Analysis
Personalized funding analysis to help understand your family's projected college cost
Optimized Strategic Plan
A strategic plan to account for any potential college funding shortfall
Personalized Investment Plan
Create a personalized investment plan to help you reach your college savings goals
Education Funding Analysis
Personalized funding analysis to help understand your family's projected college cost and potential funding shortfall
Note: This is a hypothetical example. Every situation will vary.
Optimized Strategic Plan
A strategic plan to protect against any potential college funding shortfall including:
- College 529 savings
- Grandparent contributions
- Optimized account withdrawals
- Superfunding considerations
- Estate planning or gifting options
Create An Investment Plan
Create a personalized investment plan to help you meet your college savings goals and create more potential value. Includes a robust 529 plan analysis with comparisons on:
- Tax benefits
- Investment options
- Cost
- Potential asset value
A Holistic Wealth Management Experience
Discover Your Plan
Align your money to your vision, purpose and goals, and determine the action steps needed.Learn More.
Put Your Plan in Place
Implement your plan and investment strategy that supports your needs, goals, and life you want to achieve. Learn More.Actively Manage Plan
High-touch client experience guiding you to stay on track, accountable, and aligned with what matters most to you. Learn More.
Get a complimentary personalized Financial Wellness Score Report.