GW Financial, Inc.
We are an independent Registered Investment Advisor serving families in the Reno-Tahoe area. If you are like many of our clients, you may feel trapped by the high cost of tuition because you make too much money to qualify for need-based financial aid. You may not know about the other strategies available to fund your children's education. We work with you to help gain:
College funding expertise: We develop specialized strategies to help efficiently cover expenses so that attaining a quality education for your children doesn't overload you.
Tax efficiency: Tax planning is integrated into your financial plan to help reduce tax liabilities and enable you to preserve more of your wealth.
Peace of mind: By providing proactive financial planning, we strive to give you the sense of security that comes with feeling confident that your financial future is in capable hands.
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