With Greg’s CFP® designation and now a College Planning Specialist, he brings to his clients a unique set of skills. Greg helps his clients navigate the unchartered waters of preparing for the cost of sending their children to college by working on cash flow, tax saving plans, and "college smart" saving/investment strategies. This College Planning is integrated into his client’s overall retirement savings strategy using HCM’s technology and specialized tools.
“Paying for college can take a chunk of money out of your retirement funds and put stress on a family’s budget. Having a plan that creates the ability to pay for college without jeopardizing their retirement is my goal working with my clients,” says Greg.
If you have children or grandkids in the college saving/planning stage, and it is never too early to start saving, have them give Greg a call for a free consultation. Also, look for future seminars and articles from Greg focused on helping HCM clients and their children, with college bound kids, understand the best options for saving and paying for college. 513-598-5120
The Cincinnati Retirement and Financial Planning firm of Hengehold Capital Management.