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EPISODE · Apr 8, 2022 · 3 MIN

Saving for College

from Reach Your Summit Podcast · host Summit Wealth Group

College costs have increased 169% since 1980,  and this is the first time in over 30 years that college tuition is rising at a slower rate than inflation. Listen for different saving strategies.  Host: Chris Wells, CFP®, AIF® | Vice PresidentChris, Vice-President of Summit Wealth Group (SWG), is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC) and holds FINRA Series 24, 7, and 65 securities registrations. Chris also holds the Accredited Investment Fiduciary®(AIF®) designation. Chris joined Executive Financial Planning (EFP), one of Mississippi’s first financial planning firms, in 1999 as an Associate Planner. In July 2000, Chris relocated to Colorado Springs, Colorado, to become part of the team at EFP’s western branch office. In 2002, SWG was created to provide additional wealth management services for clients. In June 2006, Chris returned to his native state to open the Madison, Mississippi office of SWG.Chris graduated from Mississippi State University with a degree in Business Marketing Administration. He also has a Masters of Business Administration from Millsaps College. With his 20-year background in client services and marketing administration, primarily in the health care industry, Chris brings knowledge in developing long-term business relationships to SWG and is committed to providing personally tailored financial and advisory services to individuals. He enjoys working with individuals and small business owners in pursuit of their hopes and dreams.Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

College costs have increased 169% since 1980, and this is the first time in over 30 years that college tuition is rising at a slower rate than inflation. Listen for different saving strategies. Host: Chris Wells, CFP®, AIF® | Vice President Chris, Vice-President of Summit Wealth Group (SWG), is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, m...

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Saving for College

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This episode was published on April 8, 2022.

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College costs have increased 169% since 1980,  and this is the first time in over 30 years that college tuition is rising at a slower rate than inflation. Listen for different saving strategies.  Host: Chris Wells, CFP®, AIF® | Vice PresidentChris,...

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