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If your children are in school, it is likely that college seems to be just around the corner… with retirement close behind. Funding both can appear to be daunting, if not impossible. We can help you see how to reconcile all of your objectives, and the actions that help you accomplish them. It is very comforting to have a comprehensive plan to tell you how much you can afford to spend, how much you should be saving each year, and in which savings vehicles, and how you should invest the savings to accomplish your objectives. We can also provide you with a sense of the key financial risks to your plan, and how you can manage them.
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