fbpx
(865) 226-9982 [email protected]
7 Helpful Ways to Start Building a College Fund

7 Helpful Ways to Start Building a College Fund

  Building a College Fund Do it smartly, without the all-too-common missteps. According to Sallie Mae, U.S. families with one or more college students spent an average of $24,164 on tuition, housing, and linked expenses in 2015. That was 16% more than in 2014.1...
Congrats Graduates and Welcome to the Team!

Congrats Graduates and Welcome to the Team!

This week we had a lot to celebrate! Two of our team members graduated from the University of Tennessee! Kyle, who was previously working part time through college, is now full time! He earned a degree in Finance. Roch, who recently joined our team, graduated with a...
UGMA & UTMA Accounts

UGMA & UTMA Accounts

Vehicles designed to help you amass college savings & make gifts to minors.   If you want to save for college, you may wish to consider a UGMA or UTMA account. These custodial accounts are typically created by parents and other relatives who want to gift...
Congrats Grad and Welcome to the Team!

Congrats Grad and Welcome to the Team!

About two weeks ago, Kallee graduated from The University of Tennessee, Knoxville, earning a Bachelor’s Degree in Business Administration with a major in Marketing. We introduced you to her when she started (beginning of September 2014) as our Client Relations Intern....