University Planning Partners

Why work with your parents’ advisor? Having the same financial advisor streamlines generational wealth planning as well as eases the transition period of your parents’ passing. Their advisor can be a helpful resource when navigating the disbursement of their estate, along with all of the other details that crop up. Consider reaching out now to build a relationship that will benefit you in the long run.

Open the top of the convertible, prep for that backyard makeover, and fire up the grill: it’s the first day of summer! Give us a call to incorporate your next adventure into your financial plan– we’ll help you budget for poolside destinations and road trips so you can have the life you dream of. Cheers to lazy days with cold drinks and good memories!

Father’s Day is this Sunday! We’re getting the family together and the grill fired up, but most of all, we’re preparing a great big “thank you” to the dads, grandpas, and father figures who mean so much to us. Happy Father’s Day!

On June 14, 1777, Congress decided the stars and stripes were here to stay. Just like a good financial plan evolves along with your life changes, that original design has grown to fit the needs and identity of what it represents. From 13 stars to 50, she’s a beauty we’re proud to salute. Happy Flag Day!