University Financial Strategies, LLC.

Fee Only Financial Planning For College-Bound Famlies & Dave Ramesy Listeners

As a father of two daughters, Mark learned how complicated and emotional it is in helping choose and pay for a child’s education.   Although, he had 25 plus years in Financial Services and a wife who worked in College Admissions, he came to a greater understanding of the impact sending your children has on your overall financial health.  Most advisors typically think college planning is only  a savings issue with a 529 plan or similar as the method to accomplish your goal, but Mark has learned it is much more and wanted to share his knowledge.

Our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save ON college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.

Today, parents of college-bound children should be able to expect more than just simplistic, one-size-fits-all savings strategies from their financial advisor. With us, you can expect more and I’ll deliver more!

Mark Kelly, CERTIFIED FINANCIAL PLANNER™

Principal and founder of University Financial Strategies, LLC

Mark completed his Personal Financial Planning coursework at Southern Methodist University in Dallas, TX and earned his Undergraduate degree in business from St. Bonaventure University in western New York.

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Advisors at this Office

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This Office

8480 Honeycutt Rd Ste 200 Raleigh, NC 27615-2261 Phone: (919) 391-7526

Primary Office

8480 Honeycutt Rd Ste 200 Raleigh, NC 27615-2261 Phone: (919) 391-7526