Wealth Management for Families Navigating College Costs and Retirement Planning
Be a Financially Empowered Parent Making Informed Decisions for the Future of Your Children and Yourself
Gain Financial
Clarity and
Organization
Get Strategic About
College Funding
Achieve Long-Term
Financial Well-Being
and Autonomy
Feeling Anxious About the Heavy Burden of College Debt?
As a parent with multiple children planning to attend college, you may:
Wonder how you can strategically pay for your children's future educations while planning for your retirement
Feel anxious about the impact these critical decisions can have on your overall financial picture
We believe families with effective financial planning can make informed decisions that prioritize both their children's education and their family's financial well-being.
Create a Solid Foundation for Your Children’s Education and Your Retirement
Our goal is to help you develop a P.L.A.N. for long-term wealth preservation:
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Implement specialized strategies to efficiently manage education expenses.
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Understand your short- and long-term objectives and how we can help you attain them.
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Align your investments to help enhance performance and meet your goals and risk tolerance.
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With a P.L.A.N., you're on the path to financial success, helping to secure a brighter future for your family's education and retirement.
Paying for College Doesn't Have to Be Overwhelming
We understand the crucial decisions about college funding you face. Here's why we stand out as your G.U.I.D.E.:
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We comprehend the personal and financial challenges you're navigating. Our experience helps ensure empathetic support, graciously guiding you seamlessly through the crucial decisions to align your family's aspirations with financial well-being.
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Led by Julie Bray, a CERTIFIED FINANCIAL PLANNER™ professional and holder of the Certified College Funding Specialist™ (CCFS®) designation, our team unveils extensive knowledge to analyze and optimize financial plans. Julie's comprehensive training helps parents successfully fund their children's education without compromising their own retirement prospects.
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Our initiation into excellence is reflected in Julie's CCFS® designation, recognized by the CFP Board and specializing in college funding. This certification underscores our dedication to providing tailored solutions to meet your needs.
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Collaborating with a student loan consulting firm, we help ensure well-rounded advice beyond conventional financial planning, effectively meeting your unique requirements.
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Our approach includes being on top of the evolving financial aid, scholarship, and educational savings strategies, tailoring plans to your changing needs and the changing landscape of college funding. This helps make sure that your college funding strategy remains effective and aligned with your goals.
Choosing us means benefiting from a guide who provides gracious understanding, knowledge, seasoned proficiency, and evolving strategies. Our possession of the CFP® and CCFS® designations signifies our commitment to providing you with exceptional solutions for stress-free college funding and financial well-being.
We Help Support You Every Step of the Way
At GW Financial, Inc., we understand the challenges faced by parents navigating the future of higher education costs for multiple children. Strategically funding these expenses while planning for your own retirement can leave you anxious about the impact on your family's overall financial picture. That's why we strive to guide you effortlessly, supporting you every step of the way with a plan for long-term wealth preservation. Our particular and personalized approach helps ensure that your financial plan aligns seamlessly with your family's aspirations and overall financial well-being.
We are an independent Registered Investment Advisor serving families in the Reno-Tahoe area. If you are like many of our clients, you may feel trapped by the high cost of tuition because you make too much money to qualify for need-based financial aid. You may not know about the other strategies available to fund your children's education. We work with you to help gain:
College funding expertise: We develop specialized strategies to help efficiently cover expenses so that attaining a quality education for your children doesn't overload you.
Tax efficiency: Tax planning is integrated into your financial plan to help reduce tax liabilities and enable you to preserve more of your wealth.
Peace of mind: By providing proactive financial planning, we strive to give you the sense of security that comes with feeling confident that your financial future is in capable hands.
Our Services
Financial Planning
Investment Management
Retirement Planning
Education Expense Forecasting, Budgeting & Funding
Tax-Efficient Withdrawal Strategies
Financial Aid & Loan Planning
Scholarship Search Assistance
College
Planning
How to Work With Us
Getting Acquainted Call
Schedule a call to discuss your financial goals and challenges and determine if we're a good fit to work together.
Personalized Financial Assessment
Receive a financial review of your situation, which forms the basis for your tailored financial plan.
Agreement and Implementation
Sign agreement to start planning for your children's higher education while supporting your financial well-being.
Are We a Match?
You want to partner with a financial advisor who works with people like you. We may be a good fit for you if you:
Are a parent seeking to navigate higher education costs for multiple children without hurting your own retirement prospects.
Want an ongoing relationship with a financial advisor to help you stay on track with your financial goals while managing your investments.
Seek comprehensive wealth management services to help you achieve long-term wealth preservation for a minimum annual fee of $7,500.
Take the First Step—Schedule a Call!
Are you ready to stop feeling anxious about the heavy burden of college funding and preparing for retirement? Take the first step to creating a solid foundation for your children’s education and your retirement by scheduling a Getting Acquainted Call.
Ready to Navigate Your Family's Financial Road?
Get prepared for the twists and turns ahead with a free copy of the book “Making Sense on the Dollar.”
