College/Budget/Estate Planning

College/Budget/Estate Planning

College planning- this field is important for many parents (and students). The college selection and funding/financial aid process can be complicated, but with professional help, surprising and very gratifying results can be achieved. We have an experienced and recognized certified college planning specialist on our team who can give you real help and real solutions for the best chance of college success.

Budget Planning-A basic but important component of retirement and financial planning is working on an appropriate expense and savings budget (a sample of helpful worksheets)

Expense Budget Worksheet

Estate and Legacy Planning (Ask for our free booklet)

See this link here for our more comprehensive section on estate and long-term care planning.

Risk Management- Insurance Planning

See the link here for our more comprehensive section on insurance services and planning.