It’s no secret to any parent with aspirations of sending their children to college that the cost of doing so is quickly inching beyond the reach of even the most affluent families. According to the College Board, which surveys college pricing annually, the average cost for an in-state public college in 2016-2017 is $24,610, and $49,320 for a private college.
Financial objective identification and evaluation, budgeting and cash flow management, retirement planning and projections, stock option analysis, college funding and financing, life insurance analysis and estate planning strategies.
Portfolio analysis, asset allocation, investment policy development, security selection, investment implementation, portfolio rebalancing, performance reporting, portfolio monitoring, and company retirement plan establishment and implementation.
Income tax planning and projections, tax minimization strategies, and income tax preparation.