About College Financial Planning:
We specialize in college planning because from personal experience we understand the huge financial commitment you are about to make and the financial stress it can create for a family.
When your student enters college, you are making a one sided commitment worth any where from $100,000 to $250,000. You wouldn't enter a business investment without an attorney or an accountant representing you. Why would you enter an agreement with an institution without an advocate on your side?
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As a Certified Financial Planner (R), with over 30 years of experience, I have found that college funding is quickly becoming the largest financial commitment people make in their lifetime, in many instances, larger than the purchase of their home. Especially, if you have more than one child. Combining my experience in working with families and advising them regarding tax issues, gifting limitations, cash flow analysis, and retirement, I am able to bring a unique venue to college cost planning.
Not just giving advise as to how to save money for college from birth, in a tax free 529 plan, and still not having enough money. But actual strategies that when implemented can legally save you thousands of dollars of out of pocket expenses. And better still, have your student graduate with a minimum of those burdensome school loans.
Delta Paradigm is an investment philosophy which strives to provide certainty in uncertain times.
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