Dave Coen's Contact Details

Dave Coen's Company Details

Financial Planning America / College Planning America

Irvine, CA, US • 5 - 9 Employees
Financial Services

♦ Planning for an efficient RetirementSo many people plan to save money for retirement, but unless there is a proper plan in place for all of the areas and risks affecting retirement, many will be faced with inefficiencies that could be worth 100's of thousands of dollars if they were just done differently. Unless we have a proper plan in place for retirement way before we get there, we might face issues and risks that we never planned for. Our goal is to assist our clients in achieving their goals through efficient and comprehensive planning and to know the answers to the four most important questions everyone should know about their financial plan. ♦ College Planning without sacrificing RetirementParents across the country are benefiting from this specialized planning, often saving tens of thousands of dollars on their child's overall cost of attendance.• Afford college without jeopardizing your retirement savings• Learn how to lower your student's cost of attendance• Discover how to maximize available financial aid and scholarship money• Understand the true cost of college and how to become better prepared financiallyAt College Planning America, we use a structured approach to help parents accomplish their goals for their student's college education – without having to sacrifice their own retirement in the process!If I don't know what my total Financial Plan looks like, then how can I know how much I can spend on College?