College Planning Strategies, LLC

College Planning Strategies, LLC

金融服务

Medway,MA. 214 位关注者

Connecting Financial Advisors with Highly Motivated Quality Clients

关于我们

College Planning Strategies, LLC was established in 2000 after Murray J. Miller, founder and president, recognized that with the cost of college sky rocketing and an increasingly competitive admissions process, families had an escalating need for professional college planning assistance. After meeting with hundreds of families it was evident that parents are clamoring for college funding resources they can trust. A recent industry study concluded that college funding is the “#1 financial fear” of most American families. There is enormous opportunity for financial advisors who can help families make the college dream a reality AND help them retire one day. Yet, very few financial advisors focus on college funding. Why? Because licenses and certifications breeze over—or simply do not cover—strategies to pay for college. Because college is so expensive, it is more important than ever for families to consider college funding strategies as part of a comprehensive financial plan. Our program has helped thousands of families make smarter and more informed financial decisions. And, as a result of our program, many financial advisors have been able to build elite financial planning practices as sought after experts in their community.

网站
https://www.ourcollegeplan.com
所属行业
金融服务
规模
11-50 人
总部
Medway,MA.
类型
私人持股
创立
2000
领域
College Planning、Financial Aid Planning、College Coach和Financial Advisory

地点

College Planning Strategies, LLC员工

动态

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