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Ed. Funding & Investment Plan
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1Develop a savings and investment plan to meet the college funding needs for your amazing kids. Initial meeting to understand the potential educational needs, budget and resources of the family. Overview of the financial aid landscape and how college funding has changed in the last 30 years. Full plan development by Hermosa Advisors. Presentation meeting where we describe options and a recommended plan that includes types of investments, time/return as well as tax advantaged options. 30 days of optional implementation support as you put your plan into place.
Expires 3/31/2021
Donated By David Pedersen / Hermosa Advisors