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Preparing for College
Creating strategies to not only reduce your out-of-pocket college costs as much as possible, but also developing a plan to fund your share without blindly taking out student/parent loans, or draining all of your assets...So you'll be able to reach your own financial goals.
Preparing for Retirement
Most people don't realize that it's not about having the biggest pile of money, but instead creating a plan to insure that your nest egg lasts as long as you do.
The "accumulation" strategy that has served you well up to this point will likely need to change in order for you to have a successful "decumulation" strategy that can last throughout retirement.
Meet The Team
