Author Archives: admin

529 College Savings Plan (Qualified Tuition Program)

College is getting more expensive every year. Four years in a public school costs roughly $ 70,000 and in a private school $139,000. The best way to prepare is to start saving now. The earlier you start making regular contributions, the better prepared you’ll be when those college expenses start rolling in. A great way [...]

The Smart Financial Planning Process

The most common question a new client will ask when we begin the financial planning process is, “What kind of returns can I expect from your portfolio management?” The answer depends on your risk tolerance, age, financial planning needs and investment objectives.
In general, those that are under the age of fifty with medium risk tolerance [...]




Prefered Contact Method:

(no obligation)

or click here to learn more about Five Star Professionals

Recent Articles