Episode 04 | College Planning: Exploring Strategies for Parents and Students
Today we’re talking about College Planning and the strategies parents and students should consider as they prepare for the cost of tuition. Stick around for our Five in Five Segment in the last five minutes of our podcast to get our Tips for Keeping Student Debt Down.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz walk through smarter strategic plans that parents and students can start to implement at any part of their college planning journey – whether their child is still potty training or they are in high school and starting to do campus tours.
Stick around for the last five minutes where the two address Five Ways to Keep College Costs Down in our Five in Five segment.
Stick around for the last five minutes where the two address Five Ways to Keep College Costs Down in our Five in Five segment.
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
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DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
