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  • College Planning Specialists
    College is about building knowledge; not accruing debt!
    Company Links and Informational Videos
    College – The Importance of Planning

    Many families do not think about how they are going to pay for College until their student is accepted and the first bill arrives!

    Many parents spent all or a good part of their retirement funds to pay for College. This short video will addresses the importance of planning to ensure you’re not just another statistic.

    Our College Planning Strategies are designed to keep you on track with your retirement goals while finding the best school for your student without breaking the bank!


    We also invite you to view the other videos in the Video Library. Feel free to Contact Us for additional information and a free, no obligation consultation.


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    Who Are Our Clients ?

    Who Are Our Clients?

    Our Clients come from all walks of life! Regardless of your occupation and the amount of your assets, we all want minimize our expenditures and maximize our assets. We apply that concept to our college planning strategies for all of our client Our Clients are:

    Business Owners

    As a business owner, you have taken what your passionate about and made it into something that generates wealth. Read More here

    Doctors and Medical Professionals

    As a medical professional, you dedicate the majority of your time to your patients and a life of continuing education. Does your financial portfolio get the attention it deserves? Read More here.

    Families

    Preserving a sound financial future while providing a comfortable lifestyle today is something that we all want for our families! Read More here.


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    Wealth Circle Video

    If what you thought to be true turned out NOT to be true… When would you want to know?

    Did you know that 90% of Americans are broke or still working at age 65? This short video will introduce you to what we can do for you to ensure you’re not just another statistic.

    Our Private Reserve, Business Cash Flow and College Planning Strategies are designed to allow the maximum accumulation of your finances without the risk associated with the markets. Cost Segregation can significantly reduce taxes building owners pay in the early years of ownership!


    We also invite you to view the other videos in the Video Library. Feel free to Contact Us for additional information and a free, no obligation consultation.


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