Client Review on College Funding Assoc

Feedback:

Chuck and his team are the Masters at helping you tackle the elephant in the room - planning for college. The talent they bring to the table in strategies to help plan for college are amazing. The best part, is how easy they are to work with. Even better, is how easy they make it to get started. We all know we need to save more for a myriad of future expenses and we all have a sack full of excuses in why we don't start or do more. If there was ever a firm that you could break that pattern, it would be with Chuck. I've been working with him for several years now and give him my seal of approval.When you call and make that first appointment, ask him how I used his investment strategies to buy a solar system while setting aside monies for my son's college and wiping out my power bill all at the same time. Now I'm working with him to set up my very own Pension plan. Can't recommend them enough.