Engineering for college planning, to TAX FREE Retirement Income.
Personal tax engineering leads itself to plug into college planning as the children reach college age; and then into tax-free income at retirement. To learn more - call 813-638-1300!
College, Tax & Retirement Solutions - One Stop Shop
Since we have already gathered your financial data over the years, we don't need to share this information with other entities to produce the lowest possible EPC (Expected Family Contribution) as the kids are choosing and funding their college education when submitting the FAFSA.
Whether you're looking for a tax review or finding scholarships and student loans for your children's college choice, CALL ME AT: 813-638-1300