Be Confident in Your Investment Strategy
- The journey begins with knowing your destination - whether it be retirement, college planning, charitable giving, wealth transfer, or some other goal.
- Once we know the destination, we begin to map the course that we will take in heading toward the destination. It’s like developing a financial GPS system that helps you navigate throughout the ups and downs of the market on the journey to your destination.
- Finally, we implement a series of financial solutions along the journey that help you to arrive at your destination.
Designing a Strategy for College Funding
The CCPS® (Certified College Planning Specialist™) designation is THE standard of excellence for college financial planning. Since 2002, the CCPS® designation is the ONLY college financial planning accreditation in the financial industry. https://bit.ly/3lX0Sot
As a holder of the CCPS® designation, I specialize in designing education savings strategies for families and helping families with high school aged children plan and pay for college. Don’t assume you make too much money or have too many assets to get any help with college! Instead, let’s have a complimentary meeting to discuss your specific needs and solutions for paying for college.
Get your free College Money Report: https://planning.college/ray-stark/cmr