If you answered “I don’t know” to any of these questions… you are in the right place!
Since 2009, I have been coaching families to their best plan to protect their retirement while paying for college. I empower families to take control of their wealth and build a future filled with security, opportunity and freedom (for you and your children).
I will guide you through my proven process. Through education, awareness, and action you can create your best plan. My intention is to give you more wealth in retirement, while paying for college, with less risk and less tax.
still have questions, reach out to me for a 15 minute introductory call !
Certified Financial Planner - CFP®
College Financial Planning Expert
Author and Cash Flow Specialist
Monica Felton is an Investment Adviser and Certified Financial Planner. This website does not represent an offer of or a solicitation for Advisory Services in any state. The content of this website is provided for educational and informational purposes only and does not constitute individualized investment advice. Advisory services can only be provided to clients who acknowledge and sign an advisory Agreement, receive the required disclosures, and has the Advisory Agreement countersigned by the Advisor.
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