“Head Of The Class” – FA Magazine Article, September 2017

By Joe Messinger, CFP®

September 7, 2017

< 1 min READ

Capstone Wealth Partners is honored to be a part of this recent article from FA (Financial Advisors) Magazine.

All too often financial advisors are at a loss when it comes to college funding.

How can they help families struggling with student loan debt? How can they help families pay for college for their children?

“It’s a $250,000 investment—we think you can’t call yourself an advisor if you’re not advising on it.” — Joe Messinger

As an industry thought leader on the subject, Capstone considers themselves a financial planning firm for college-bound families, and Capstone College Partners has focused on helping advisors on a topic too often ignored.

(When you are looking for a financial advisor to serve your needs, read our blog post with some tips on what to look for and what to ask.)

Read more