Education Planning Resources, Inc.
About
Education Planning Resources provides comprehensive planning with a focus on three main goals:
1. Assess your situation
2. Determine your goals
3. Help you stay on track for achieving them.
Areas of speciality include:
1. Protecting your assets against losses
2. Strategies designed to ensure you don't run out of money in retirement
3. Pay for college without sacraficing your retirement by reducing your college costs and increasing your gifting from the colleges
Our business has been located in Southfield, MI since 2008. We work with families throughout southeast Michigan and beyond.
www.educationplanningresources.com
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Frequently asked questions
What is your typical process for working with a new customer?
We typically meet once to gather all necessary information in order to meet your goals. For a second meeting, we provide solutions and make adjustments based on your feedback. After that we meet as often as necessary to keep the plan on track.
What education and/or training do you have that relates to your work?
All our advisors are licensed for life and health insurance in the State of Michigan. In addition we have specialists licensed for Medicare Supplements as well as Series 65 with FINRA for financial products.
Do you have a standard pricing system for your services? If so, please share the details here.
All consultations are free. There is no charge for financial advice. Some of our college strategies require a nominal cost which will be fully disclosed before implementing.