Everett Wealth Solutions, Inc. (EWS) offers fee only fiduciary financial planning and asset management inside a 4-Step Process. Together, we help you create your personal wealth solution.
Early Stage
Current College Plan did not exist and they were very concerned. Current Retirement Plan was automatically funded through work. But they knew it was not going to be enough.
What Did EWS Help Them Accomplish
Got them free from lenders in 7.8 years
Saved them interest of $122,739
Freed up $2,177/month for college planning
Plus, instead of only having about $400,000 for retirement (pre-tax), we put them on a track to have over $1m tax free for retirement.
And they:
- Created a college savings plan with ease
- Legally sheltered assets from the college planning formulas
- Argue less about money
- Found wasted money
- Vastly improved cash flow
- Dramatically increased savings
- Got out of debt faster than they ever dreamed possible
- Will be able to retire with tax-favored income
MOST PEOPLE SEE THIS INFORMATION AND DECIDE THEY WANT TO KNOW MORE.
Would that include you?
Schedule your 1 hour free college planning consultation
Because, if I can show a plan that makes sense to you . . . then you may be a on a College Financial Planning road that leads to peace of mind.
CALL TODAY (708)-771-7777
TO SCHEDULE AN APPOINTMENT