Additional Information

  • Categories: Financial Service Organizations, Financial Advisors & Planners
  • Products: Investment Planning, Financial Planning, College Planning, College Funding, Retirement Planning

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 04:00 PM
    Tuesday
    09:00 AM - 04:00 PM
    Wednesday
    09:00 AM - 04:00 PM
    Thursday
    09:00 AM - 04:00 PM
    Friday
    09:00 AM - 04:00 PM
    Saturday
    Closed

About Us

  • As a financial consultant, Troy was talking to many couples who were delaying or foregoing retirement - just so their children could get a good education. Again and again, Troy heard his clients voice the same financial concern ... "There's no way I can retire and put my kids through college. No way. At least not the school of their choice." Troy decided he would find a way. He began to integrate college funding strategies with retirement planning.