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College Planning Missing Something?


We’re here to help you feel confident in your financial future.

What We Offer

At Prodigy College Planning & Retirement Solutions, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

College Funding Strategy

 

  • Calculate Expected Family Contributions (EFC)
  • Provide Planning Recommendations to Reduce EFC
  • Provide Recommendations for Best Way to Pay Your Share of College Costs
  • Provide Cost-Efficient Borrowing Strategies to Help Keep Financial Goals in Line
  • Provide Strategies That Legally Protect Your Savings and
  • Retirement Accounts from Financial Aid Formulas

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 567.288.2251

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