Independent fee-only, minority owned SEC Registered Investment Adviser
Parents, as you begin the process to plan and save for college expenses, you may find this article by Morningstar on The Top 529 Education Savings Plans of 2021 a helpful resource. We also have some useful tips and suggestions in this guide.
© Copyright 2022 Morningstar, Inc.
If you have questions on this or other aspects of financial planning, reach us any time at (833) 888-0534 x2, or send us an email.
Download our free 401(k) primer
Download our primer on retirement healthcare options and expenses
From opening 529 account to calculating how much to save, we’ll help you create a college saving plan with our free guide.
A Financial Caretaking Plan outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own.
This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok! We can work on this report together to reflect your plans.
Download our guide which provides a broad overview of some of the most commonly used trusts FAQ. We collaborate with estate planners and can explore with you if a trust could benefit you and your family.
Download our guide to understanding long term care expenses and options.
