Thorpe L. Petersen, PC
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About Us
Services
sanantonio Homemove
We Offer:
- Tax Planning
- Tax Coach
- College Planning
Last Updated: Apr 29, 2024
Tax planning for tax savings is only part of our complete package of services. It is an important step, because through proper tax planning, the monies saved can be used to better plan for retirement, estate planning, insurance needs, and other important funding programs such as setting up a college fund for loved ones. I work closely with two organizations to provide solutions to the college selection and funding maze.
In today's economy, many a families are struggling with the ability plan and pay for a college education. There are five key elements important for a successful college career:
1. Design and Implement an Academic Success Plan.
2. Match Student Personality to the Best Career.
3. Match the Career Path to the Best College Major.
4. Match the Student Personality and Major to the Best College.
5. Design a Financial Plan That You Can Implement as the Best College Plan.
By partnering with SAGES "Strategic Advisors Group Education System" I are able to take advantage of the many years of experience they offer in meeting these elements of a successful college career. The SAGES are a nationwide network of college admissions counselors and financial advisors. Working with SAGES, I can work with families to help their kids thrive in college and succeed in the career of their dreams. We assist people who want help in overcoming the rising cost of college during a falling economy.
Also as a member of NAPCA, National Association of Professional College Advisors, I am able to offer free seminars as an educational resource on college funding issues. NAPCA is a "Non-Profit Organization Helping College Planners Help Clients".
1. Design and Implement an Academic Success Plan.
2. Match Student Personality to the Best Career.
3. Match the Career Path to the Best College Major.
4. Match the Student Personality and Major to the Best College.
5. Design a Financial Plan That You Can Implement as the Best College Plan.
By partnering with SAGES "Strategic Advisors Group Education System" I are able to take advantage of the many years of experience they offer in meeting these elements of a successful college career. The SAGES are a nationwide network of college admissions counselors and financial advisors. Working with SAGES, I can work with families to help their kids thrive in college and succeed in the career of their dreams. We assist people who want help in overcoming the rising cost of college during a falling economy.
Also as a member of NAPCA, National Association of Professional College Advisors, I am able to offer free seminars as an educational resource on college funding issues. NAPCA is a "Non-Profit Organization Helping College Planners Help Clients".
Contact Us
8357 Perrin Beitel Rd.
San Antonio
TX, 78218
(210) 967-1111 Office
(210) 264-6830 Cell
Email: tpetersen@satx.rr.com
Map: Direction to our Firm
