Capstone Wealth Partners

Day: April 1, 2016

Cut College Costs by 30,000 Capstone Wealth Partners Ohio

How One Family Cut the Cost of College by $30,000 – A Capstone Case Study

At Capstone, our advisors sit with families every day to discuss their unique situations. One of the things we love about good financial planning is there is no one size fits all cookie cutter solutions. Sometimes we have a client whose situation may be similar to yours, and who we can learn from in the form of a case study. Their situation brings up many facets you can learn from including tax considerations, loan payments, and grandparent’s estate planning.

Read More »
Unnamed.png
Get the Free College Money Report
customized for you – and know before you go!

No spam, guaranteed.
Please read our Privacy Policy.

ABOUT OUR BLOG:

Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families.

The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.

FILTER BY CATEGORY:

Follow Us: