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The value that we bring to our clients is unparallel in planning for the financing of college for their children. Why? Because we, at College First Financial understand that the future of our children is and remains top priority.

Additional financial planning, however, is recognized as a high priority for all clients. As they head towards retirement years, our clients become well aware of the importance in investing the time and resources in financial planning for their futures – not after they achieve optimal college finance plan(s) – but part of, and during their financial college planning. In fact, the best financial wealth management strategy begins today!

A holistic approach to achieving and securing a sound, financial future begins with a successful college planning strategy without compromising latter years where financial wealth management becomes a new priority thereafter.

With so many variables involved in financial planning for families, a solid strategy to achieve optimum results commands a complete review of a portfolio to understand where you are and where you want to be. We look at your personal situation, income requirement, risk tolerance, long-term care needs and estate and charitable wishes. From there, we help you create a plan that will help you reach your financial and retirement goals in addition to a sound, financial college financial strategy.