At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.
Services
Our Story
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As a father of two daughters, Mark learned how complicated and emotional it is in helping choose and pay for a child's education. Although, he had 25 plus years in Financial Services and a wife who worked in College Admissions, he came to a greater understanding of the impact sending your children has on your overall financial health.
Our Solutions
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Our client relationships often begin when families realize they don't have a plan in place to pay for college. We help our clients increase affordability by making the most of school selection, financial aid, tax opportunities, and using their own savings and income. It's often hard to think about your own retirement when you're staring down the barrel of four years of tuition and housing expenses.
College Funding
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At University Financial Strategies, we help families become an educated consumer of a college education. We help by putting a plan in place to increase college affordability, and balance education costs with other financial goals. There are 2 different prices for a college education, one for the informed buyer and one for the uninformed.
Retirement Management
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Have a 401k or 403b and never rebalanced it? According to a study done by Fidelity Investments of their Retirement Plan Participants, 87% of DIY investors have not changed their investment allocation for over a year. 77% of these participants have admitted not having the time or investment knowledge to be confident in their allocation.
Investment Management
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We are firm believers in an approach called core satellite, which allows us to build portfolios that have aspects of low-cost, tax-efficient passive strategies while also incorporating more active strategies with an emphasis on risk management. When it comes to investing, it is natural that your emotions can get in the way.
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