Today, I came across a striking statistic in a recent WSJ article: While some people move up and down the income ladder later in life, by age 27, most are near the rung they will remain on, facing significant economic challenges compared to previous generations. At Hill Island Financial, we believe in the power of upward economic mobility. That's why we offer free consultations on 529 plans and work with clients children earning under $100k at no cost. #EconomicMobility #FinancialPlanning #FutureGeneration #HillIslandFinancial
关于我们
Goal-based financial guidance to help you tackle today’s challenges and achieve your dreams. At Hill Island Financial, our mission is simple. We provide trusted, reliable financial advice driven by our clients’ long-term goals. We’re here to help you feel more confident, connected and in control of your financial life. Hill Island Financial was co-founded by Josh Moeller and Kevin Toller, two experienced professionals who believe in a better approach to financial planning, one that is driven by the hopes and dreams of clients. Using their diverse skills and complementary talents, Kevin and Josh set out to build a different type of firm, one that focuses on helping clients achieve their dreams. Josh focuses on running the business in order to allow Kevin and the rest of the team the freedom to focus solely on serving clients, with no distractions. This approach provides our professionals with the time and freedom to get to know you, your family, your hopes and dreams for the future and any challenges that may stand in your way on the path toward achieving your dreams. They then develop custom solutions to help you achieve your goals, optimize your business, and leave a lasting legacy for the people and causes that matter most to you. It is this separation of responsibilities, personalized approach and focus on clients that sets our firm apart.
- 网站
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https://www.hillislandfinancial.com
Hill Island Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Grand Rapids，Michigan
- 类型
- 合营企业
地点
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主要
获取路线
38 Commerce Ave SW
310
US，Michigan，Grand Rapids，49503
Hill Island Financial员工
动态
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Happy 529 Day! ?? A 529 college savings plan offers great benefits like tax advantages and flexible use for educational expenses. Recent FAFSA changes now make it easier for grandparents to contribute without affecting financial aid. Read about the 529 “grandparent loophole”: https://lnkd.in/gDHPpahV #529day #financialplanning #529plan
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Discover the new "grandparent loophole" in 529 plans that allows you to contribute to your grandchildren's education without affecting their financial aid eligibility... Starting in the 2024-2025 academic year, FAFSA no longer requires students to report cash support or 529 plan distributions from grandparents. This means you can now contribute to your grandchild's education without reducing their eligibility for need-based financial aid and scholarships.