“Head Of The Class” – FA Magazine Article, September 2017
By Joe Messinger, CFP®
September 7, 2017
Capstone Wealth Partners is honored to be a part of this recent article from FA (Financial Advisors) Magazine.
All too often financial advisors are at a loss when it comes to college funding.
How can they help families struggling with student loan debt? How can they help families pay for college for their children?
“It’s a $250,000 investment—we think you can’t call yourself an advisor if you’re not advising on it.” — Joe Messinger
As an industry thought leader on the subject, Capstone considers themselves a financial planning firm for college-bound families, and Capstone College Partners has focused on helping advisors on a topic too often ignored.
(When you are looking for a financial advisor to serve your needs, read our blog post with some tips on what to look for and what to ask.)