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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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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The information on this website is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Disclosure: Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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