University Financial Strategies, LLC
Helping Families Save ON the Cost of a College Education
SECURE DATA FORM
Completion of the data form below is the all-important first step in enabling Collegiate Funding Solutions to help you put a plan in place that will result in you saving on and not just for college costsConsider having the following available to reference while completing the dataform:
- Tax Returns
- W2 Forms
- Financal Records
Simple steps to solving your college funding concerns
- Schedule your appointment with Mark S. Kelly, CFP.
- Complete the data form. Complete it now or download a hardcopy and submit it later.
- After submitting the form, you'll see the answers to some vitally important questions related to your particular situation.
- During our meeting, we'll present and discuss a gameplan that will help you in your efforts to save ON and not just for college costs!