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While each Old School Capital engagement is custom tailored, the following service suite is available to those bearing the responsibilities of a growing family:
Family Package
· Detailed review of education funding strategy;
· Comprehensive personal financial planning services; and
· Investment advisory services for personal assets.
Old School Capital distinguishes itself by its ability and desire to add value to all aspects of a client’s financial life -- including the use of all options generally available to fund the education of your child or grandchild. A fundamental element of Old School Capital’s program is directing its knowledge, experience, resources and contacts toward the responsible growth of the ENTIRE RANGE of client wealth. The Family Package offers a tremendous value for your financial advisory dollar -- while focusing on the most precious thing in life: the wellbeing of your family’s next generation.
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