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
Go beyond the 529. There's more to paying for college than just savings and student loans. We'll show you how things like applying to the right schools and maximizing your tax efficiency can increase your overall affordability.
We take a comprehensive approach to financial planning and help you get organized so you can rest easy knowing that all areas of your financial life are aligned and on track towards achieving your goals.
Achieving goals is what investing's all about. We use Noble Prize winning research to build investment portfolios that are aligned with each of your goals, which studies have shown can add up to 1.65% annually to your returns.
This simply means that we will always place your interests above ours, and eliminates conflicts of interest you will find with non fiduciary advisors.
Unlike most advisors, we aren't tied to a larger parent company, which means our most important customer is always YOU
Our approach is built around your family and your needs. We work to learn your values, your goals and priorities, and we work with you help implement your plan together.
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!