InvystEd College Planning

"Dave and Doug are fantastic!!! 5 years ago I added the college planning specialty to my business. While it generated some transactional business, it really allowed me to develop relationships early on with parents of college-aged students who didn’t have a financial advisor. Several of the parents I had initially worked with to get their children through college are now wanting to sit down to do retirement planning. They want to work with me because I have been there for them over the last few years and had answers to questions other advisors didn’t know true to the many rules around college planning and the intricacies of the FAFSA. I am their go-to advisor and several of my best clients (and favorite people) have come from that area of planning. One of my most recent clients who I first met at a college planning workshop 3 year ago has implemented several insurance products with my team, is now paying for ongoing advice, and will also be doing a significant rollover into a managed account. All because I had been there for them when they needed advice and were more concerned with how to get their children through college than planning for retirement. Having this knowledge and Dave & Doug as a resource is such a game changer to help my college planning families; the rules around college are vastly different from retirement planning. Dave and Doug really equip advisors with the appropriate knowledge to assist their clients in preparing for college!"