Late-Stage College Planning

Free Material to Download :

Please enjoy the video tutorials and free information about how to pay for all four years of college down to the dollar, without robbing your retirement.

You'll learn a TON about how to fund college and in the process learn how to effectively have the "money conversation" with your college-bound child.

My College Planning Wake Up Call

College Tutorial Part 1

College Tutorial Part 2

College Tutorial Part 3

College Tutorial Part 4

Important Disclosures

Securities licensed in the states of: AL, AZ, CA, GA, KY, MD, TN, VA, WA, WI
Life Insurance licensed in these states: AL, AZ, GA, KY, NC, NM, TN, VA, WA, WI
Securities Licenses held: Series 6, 24, 63, 65, 66, 7

Registered Representatives offering Securities through United Planners Financial Services Member FINRA, SIPC. Investment Advisory Services offered through Bradford Financial Center. United Planners, Bradford Financial Center, and Tower Wealth Advisors are not affiliated.

Late-Stage College Planning

Free Material to Download :

College Planning Checklist

EFC Formula and Worksheet

Federal Student Aid Brochure

Federal Student Loan Basics for Students

Please enjoy the video tutorials and free information about how to pay for all four years of college down to the dollar, without robbing your retirement.

You'll learn a TON about how to fund college and in the process learn how to effectively have the "money conversation" with your college-bound child.