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, Retirement income, and Legacy transfers. Planning well for these sizable amounts 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.