Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate with the independent broker-dealer. The Huntington Beach, California-based group has some 150 financial advisors and over $2 billion in client assets.
As a parent, it’s natural to want to help your children succeed. In fact, in a recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.
If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures.
While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.
“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.
...RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP.
Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.
“We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the support we received thus far.”
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