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A Plan Life

While there’s no map for moving through life, a holistic financial plan delivered by a trusted financial professional can help you confidently prepare for all the what ifs.

College Savings

    Higher education provides your children with lifelong advantages. This video explains the importance of getting started with a college savings strategy as soon as possible.  

It Takes a Village

Take steps now to ensure that your investment in your child’s higher education will be a sound investment, as it was for you.

Are Good Grades the Only Key to College Admissions?

If you were asked how best to prepare your child for college, you might say that a well-rounded high school curriculum would be a good start. It may be true that your child needs to be a good student to compete for admission to a college or university. Today, however,...

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