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COLLEGE PLANNING...

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CREATING YOUR CHILDREN'S FUTURE 

 

COLLEGE PLANNING PROGRAMS TO ENSURE A BRIGHT FUTURE FOR YOUR CHILDREN.

 

If you have children, you likely have some of the same hopes and dreams as other parents. You want your children to be happy and safe. You’d like for them to have strong friendships and be confident in themselves. And you likely want them to get a great education so they can have a successful career and financial stability.
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Unfortunately, the rising cost of college has made it difficult for many parents to afford the kind of education they want for their children. Of course, you’re not on your own to cover these costs. Your child may qualify for some form of financial aid, such as scholarships, loans, work-study programs, and grants. However, many families still have to pay out-of-pocket even with a generous financial aid package.

Faced with this reality, you may be examining various savings vehicles to help you prepare for your child’s education. Here are a few benefits: 

 

Dollar for Dollar match 

 

NO Downside Risk

Tax-Advantages

Financial Aid Benefits

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15

Years

Experience

Current

180

Clients

6

Specialist

Industries

4

Experienced

Partners

FUTURE PLANNING

Parents are looking for peace of mind and insightful direction when it comes to planning and paying for your child's college education. We understand that preparing and paying for college can be a very stressful time. 

 

Not only is our consultation's free but you will also receive $500 toward your child's tuition just for meeting with us!

Ready to develop your college savings plan? Let’s talk about it. Contact us to learn more. We welcome the opportunity to help you analyze your needs and goals and develop a strategy. Let’s connect soon.

 

At Intelli-Vest we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.

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