YOUR FAMILY
Every child should have the opportunity to receive a
quality education. – Bill Frist
It is no secret that college tuition, books and housing is rising annually. In fact, on average, American families cover 20% of college costs by borrowing.* We believe that with the right tax efficient plan, you do not need to be a part of that statistic to allow your loved ones the leg up they need.
Are you interested in learning more about Education Planning? Contact us for more information.
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FINANCIAL PLANNING CHECKLIST
- Have you determined your short- and long-term financial goals?
- Are you saving and investing sufficient sums to fund your short- and long-term goals?
- Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
- If you are an employee, are you getting the optimum from your employee benefits?
- Do you have an "emergency fund?"
- Do you have adequate insurance?