Mission
Education Planning Resources was founded in 2008 to provide the knowledge and strategies needed to reduce the cost of a college education.
We look at the BIG PICTURE. The biggest pools of money that many families deal with in their lifetime are College costs and Retirement income. Planning well for these sizable transfers of money has a lasting impact on a family’s current and future lifestyle.
We provide strategies that reduce college costs and parent loans while increasing retirement income and providing for efficient legacy transfer.
Our staff of planners have the knowledge and experience to provide you with specific individualized plans to turn your desired financial vision into a reality.
Leadership
MEET THE HOME TEAM
Education Planning Resources was founded in 2008 to provide the knowledge and strategies needed to reduce the cost of a college education.
We look at the BIG PICTURE. The biggest pools of money that many families deal with in their lifetime are College costs and Retirement income. Planning well for these sizable transfers of money has a lasting impact on a family’s current and future lifestyle.
We provide strategies that reduce college costs and parent loans while increasing retirement income and providing for efficient legacy transfer.
Our staff of planners have the knowledge and experience to provide you with specific individualized plans to turn your desired financial vision into a reality.
Career
If you’d like to join our team, please tell us a bit about yourself by filling out the form below.