TBROOKS Financial Services
Planning ...  for the things that REALLY matter.
Planning ... for the things that REALLY matter!
Honored as a 2009 "5 Star Best in Client Satisfaction Wealth Manager"
Education Planning

College is an investment that pays off over a life-time.  But PAYING for it is getting harder and harder every year. 

College costs have skyrocketed over the past 37 years, and will TRIPLE in the next 18 years!  Scholarship dollars are hard to find, and many families may not qualify for financial aid.  And finally, graduate degrees are becoming more common every passing year.

Our expertise and experience in Education Planning is irreplacable ... especially for the affluent or aspiring-affluent families.

Our approach

Since Education Funding is complex, we stress ond fundamental principal.  We evaluate the "Underlying investments" associatyed with each college planning strategy to ensure that the investment portfolio is solid and managed by top tier fund managers.

Our solutions range from the straight-forward utilization of Tax Free investment vehicles, to more complex strategies that use Tax-advantaged investment strategies that provide both a tax deduction, and partially tax-free dividends that we funnel into a tax-free accrual account.

In addition we have access to a program that can generate additional cost savings at over 240 Colleges and Universities.  Learn more.

                              

visit Allegheny Investments website at:
http://alleghenyinvestments.com/educationfunding.php

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