Before we can send you a custom report, we do need some information from you. Unless you know this off the top of your head, you might want to take a look at your most recent tax returns.
Here’s How It Works And What You’ll Get (For FREE!)
Click on the "Create Your Report" button down below to complete the fact finder.
Each of the questions has an impact on the amount you’ll be expected to pay for college as well as the opportunities that may exist for your to reduce your out-of-pocket college costs.
Submit the fact finder. Your customized college planning intelligence report will arrive within seconds.
Use the actionable information in your customized report to make well-informed college planning and funding decisions.
I will reach out to you within 7-10 days to see if you found the report helpful. Want professional help? Contact us at (480) 397-1184, send us a message, or schedule a complimentary planning consultation. Learn how we can help you achieve a great outcome for your child AND your finances!
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Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KS, MO, NM, NV, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.
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