As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.Log In to eMoney
On August 22, 2023, we hosted a webinar on college planning and strategies for paying for college. Our guest speaker, Cozy Wittman of College Inside Track, shared actionable insights on new strategies to give your student the best opportunity for admittance and to maximize scholarships and financial aid, no matter your wealth or resources. In this webinar, you hear insights on:
• Admission trends have changed how colleges admit students.
• There are substantial changes to the FAFSA and financial aid that may make college more expensive.
• Schools have gone ACT/SAT optional, but not necessarily when they award scholarships.
If you are interested in scheduling a free consultation with a member of the College Inside Track team, please fill out the form for a family consultation using the link below. College Inside Track Family Consultation : https://forms.gle/kxofYxMJyu6nTAYA6
Find out what we’re seeing as today’s best-in-class investments and most effective tax minimization strategies.