Custom College Funding Plan

The lucky bidder will receive a customized educational funding and investment plan specifically tailored to their children by Dave Pederson of Hermosa Advisors.

This includes:

• two (2) meetings with the family
• the development of a funding and investment plan for you to best meet your family's education needs.
• This package is intended for a family that has children who are age 14 and younger.

This must be redeemed within one year from the event (May 13, 2023 expiration)

DETAILS

The focus is on developing a savings and investment plan for you to meet the college
funding needs for your amazing kids. Specifically, this auction item includes:

• Initial meeting to understand the potential educational needs, budget, and resources of the family. This can be for all your children...whether 1 or 4.
• During this meeting, you will also receive a brief overview of the financial aid landscape and how college funding has changed in the last 30 years.
• Full plan development by Hermosa Advisors for your implementation.
• Presentation meeting where we describe options and a recommended plan that includes types of investments for you to make (including tax-advantaged alternatives).