GO BEYOND THE 529
Ever wondered how much you can really afford on college?
Every worried about how you'll be able to pay for college without sacrificing your retirement?
Are you overwhelmed by the thought of having to develop an investment strategy to efficiently save for your goals?
If you answered yes to any of these questions, don't worry, you're not alone. Let us help you create a plan to answer these and all of your most important questions.
Contact us today and learn how we can help.
YOUR GOALS, OUR PASSION
Whether you are ready to get started with a comprehensive financial plan or just want more information, I would love to hear from you. I set up Equivest to serve clients both locally and nationally. So no matter where you are located within the US, we can work together.
Life's busy, so let's get together at a time that is convenient for you. Want to meet at night or on the weekend? Need some time to unwind from work or put the kids to bed before meeting? No problem. Email me directly at or use the form to the right and we will figure out a time that works best for you!