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“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

 

Joe Messinger, CFP®

Author

Joe Messinger, CFP®
Joe is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, CollegeWire, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community. He is frequently asked to speak at industry conferences about his College Pre-Approval™ process providing Continued Education for CPA’s and CFP® through through the FPA, XYPN, and OSCPA and has been published in the Journal for Financial Planning.

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