Business Name: Noble Wealth Solutions
Business Description: At the center of what I do is tax deferral and tax advantaged strategies. I am a Certified College Funding Specialist (CCFS) in the financial services industry for over 30 years serving the financial needs of successful families and businesses. I am a resource for financial planners, CPA's, attorneys and other professionals with regard to college funding, tax deferral and insurance strategies.
How Business Creates Value: We help clients save "for" and "on" college, I teach clients about college financial aid, tax strategies to pay for college and how to reduce the cost of college. I put together a plan to fund college that doesn't cost you your retirement.. I also show business owners how to use their business to pay for part of their children's college costs.
How Member Creates Value: Most of my clients are in their 50's concerned about the high cost of college for their children and want to make sure they can still retire after paying for college.