Is college financial planning worth my time?
First Name:
*
Last Name:
Your E-mail:
*
Approximate date your student will begin college
*
-
Month
-
Day
Year
Date
Ask yourself if any of these situations apply.
Yes
No
My son or daughter has been working during the summers or throughout the school year
My student attends a private school
There is a 529 college savings plan listing my student as a beneficiary
Some big life changes have occurred in our family over the past several years
My tax return doesn’t tell the whole story of what’s happening with our family's finances
We own at least one rental property
I have already submitted the FAFSA or CSS/Profiles application
Our family has over $50,000 in cash or investments that
ARE NOT
held in an IRA, 401(k) or other retirement account
I’m not a computer person and answering a lot of questions on the computer makes me feel overwhelmed and anxious
It’s a hassle or struggle for me to complete my tax return or fill out financial applications (e.g. - mortgage applications, savings accounts, etc.)
One of us owns a business
Our household income is usually over $300,000 per year
Submit
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Western Wealth Management, a registered investment advisor. Fortunate Family Office, DC & Associates and Western Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CO, IA, IL, NC, SD. www.finra.org and www.sipc.org
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