Thanks for visiting Tushingham Wealth Strategies. Our goal is to help you proactively oversee all of your financial affairs by serving as your “Personal CFO” and fiduciary, so that you may live your ideal life worry free. As part of our "Personal CFO" service we help families develop "late stage" college planning strategies so that they can save money on college, protect their retirement assets and help their children graduate with minimal student loans. With some schools now costing nearly $300,000 it is more important than ever to not only "save" for college but to also know how to "pay" for college by optimizing financial aid, choosing the right schools and incorporating tax strategies. This is why our “Personal CFO” services will help you integrate college and retirement planning into one strategy.
Your Personal CFO and College Planner