College Planning Isn’t Just
for Your Children
From left to right: Melanie Victor-Smith, Nolan Misitano, Marian Jung, Marc Herrenbruck, Judy Stern, David Wilson, Karen Burrous, Jeff Smith
College admissions can be a daunting process for your child and the rest of the family, but planning doesn’t have
to be. The earlier you plan for this time in your child’s life, the easier it’ll be for you and your family to send your
child off to college knowing that you’re fully prepared for this opportunity.
But planning for college means more than just putting aside money for tuition, room and board. We believe
college planning should involve your family’s entire financial picture, from short-term budgeting to longer term
ambitions. For some, this might be looking at refinancing an existing mortgage for a better fit or deciding where
the family will live for the next several years. The most important thing is that you and your children are ready for
this next phase in life with thorough planning. And the earlier you develop and put your plans into motion, the
better the chances of success.
At Opes Advisors, we’ve built our business around looking at our clients’ overall financial picture to make prudent
and informed decisions. If you have any questions about how to finance your child’s college education, call us to
discuss ideas and solutions that best fit your family’s situation.
(415) 526-4460 www.opesadvisors.com
Help when you make the most
important financial decisions of your life.
Opes Advisors is licensed by the CA Dept. of Real Estate, Real Estate Broker License 01458652 and NMLS 235584. Equal Opportunity Lender. Opes Advisors
is a registered investment advisor with the Securities and Exchange Commission (SEC). Advisors Shown DRE 01490862 NMLS 296842, DRE 00957141 NMLS
237059, DRE 01009554 NMLS 285939, DRE 00977567 NMLS 299111, DRE 01352808 NMLS 304076. ©2013 Opes Advisors, Inc.