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Create Custom Strategy Report

For Custom College Saving Strategies Choose the Appropriate Strategy Lines and Strategy Types: Investment, Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Carl Buck

Carl brings a deep understanding of higher education funding to every conversation. For dozens of years, he has helped families as head of financial aid at schools including Rice University and Rutgers University, and director of financial aid counseling at UCLA. Plus, he is intimate with the agendas and perspectives of education lenders as a result of holding key positions in the student loan departments at both JPMorgan Chase and Discover. Author of the “Student Aid Answer Book,” Carl’s insights and tactical wisdom are regularly sought out by savvy, resourceful families.

Andy Lockwood

Andy is the cofounder of Lockwood College Prep. He personally coaches a select group of college-bound teens through the process of choosing majors and careers, then backward planning, strategically, into a college list, then strategizing how to maximize chances of admission. He also helps families improve their eligibility for financial and and scholarships, and negotiate with colleges for more money. He graduated Wesleyan University and St John’s Law School.

Troy Miller, CFP®, ChFC, CLU

Troy Miller became a college funding consultant not by accident, but by design. As a financial consultant, Troy was talking to many couples who were delaying or foregoing retirement – just so their children could get a good education.Again and again, Troy heard his clients voice the same financial concern …”There’s no way I can retire and put my kids through college. No way. At least not the school of their choice.” Troy decided he would find a way. He began to integrate college funding strategies with retirement planning. Today, he helps families plan for college without giving up on retirement. He studied at the College of Denver to become a CERTIFIED FINANCIAL PLANNER™ practitioner.

Create Custom Strategy Report

For Custom College Paying Strategies Choose the Appropriate Strategy Lines and Strategy Types: Financial Aid, Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Carl Buck

Carl brings a deep understanding of higher education funding to every conversation. For dozens of years, he has helped families as head of financial aid at schools including Rice University and Rutgers University, and director of financial aid counseling at UCLA. Plus, he is intimate with the agendas and perspectives of education lenders as a result of holding key positions in the student loan departments at both JPMorgan Chase and Discover. Author of the “Student Aid Answer Book,” Carl’s insights and tactical wisdom are regularly sought out by savvy, resourceful families.

Andy Lockwood

Andy is the cofounder of Lockwood College Prep. He personally coaches a select group of college-bound teens through the process of choosing majors and careers, then backward planning, strategically, into a college list, then strategizing how to maximize chances of admission. He also helps families improve their eligibility for financial and and scholarships, and negotiate with colleges for more money. He graduated Wesleyan University and St John’s Law School.

Troy Miller, CFP®, ChFC, CLU

Troy Miller became a college funding consultant not by accident, but by design. As a financial consultant, Troy was talking to many couples who were delaying or foregoing retirement – just so their children could get a good education.Again and again, Troy heard his clients voice the same financial concern …”There’s no way I can retire and put my kids through college. No way. At least not the school of their choice.” Troy decided he would find a way. He began to integrate college funding strategies with retirement planning. Today, he helps families plan for college without giving up on retirement. He studied at the College of Denver to become a CERTIFIED FINANCIAL PLANNER™ practitioner.

Create Custom Strategy Report

For Custom K-12 Saving Strategies Choose the Appropriate Strategy Lines and Strategy Types: Investment, Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Carl Buck

Carl brings a deep understanding of higher education funding to every conversation. For dozens of years, he has helped families as head of financial aid at schools including Rice University and Rutgers University, and director of financial aid counseling at UCLA. Plus, he is intimate with the agendas and perspectives of education lenders as a result of holding key positions in the student loan departments at both JPMorgan Chase and Discover. Author of the “Student Aid Answer Book,” Carl’s insights and tactical wisdom are regularly sought out by savvy, resourceful families.

Andy Lockwood

Andy is the cofounder of Lockwood College Prep. He personally coaches a select group of college-bound teens through the process of choosing majors and careers, then backward planning, strategically, into a college list, then strategizing how to maximize chances of admission. He also helps families improve their eligibility for financial and and scholarships, and negotiate with colleges for more money. He graduated Wesleyan University and St John’s Law School.

Troy Miller, CFP®, ChFC, CLU

Troy Miller became a college funding consultant not by accident, but by design. As a financial consultant, Troy was talking to many couples who were delaying or foregoing retirement – just so their children could get a good education.Again and again, Troy heard his clients voice the same financial concern …”There’s no way I can retire and put my kids through college. No way. At least not the school of their choice.” Troy decided he would find a way. He began to integrate college funding strategies with retirement planning. Today, he helps families plan for college without giving up on retirement. He studied at the College of Denver to become a CERTIFIED FINANCIAL PLANNER™ practitioner.

Create Custom Strategy Report

For Custom K-12 Paying Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Carl Buck

Carl brings a deep understanding of higher education funding to every conversation. For dozens of years, he has helped families as head of financial aid at schools including Rice University and Rutgers University, and director of financial aid counseling at UCLA. Plus, he is intimate with the agendas and perspectives of education lenders as a result of holding key positions in the student loan departments at both JPMorgan Chase and Discover. Author of the “Student Aid Answer Book,” Carl’s insights and tactical wisdom are regularly sought out by savvy, resourceful families.

Andy Lockwood

Andy is the cofounder of Lockwood College Prep. He personally coaches a select group of college-bound teens through the process of choosing majors and careers, then backward planning, strategically, into a college list, then strategizing how to maximize chances of admission. He also helps families improve their eligibility for financial and and scholarships, and negotiate with colleges for more money. He graduated Wesleyan University and St John’s Law School.

Troy Miller, CFP®, ChFC, CLU

Troy Miller became a college funding consultant not by accident, but by design. As a financial consultant, Troy was talking to many couples who were delaying or foregoing retirement – just so their children could get a good education.Again and again, Troy heard his clients voice the same financial concern …”There’s no way I can retire and put my kids through college. No way. At least not the school of their choice.” Troy decided he would find a way. He began to integrate college funding strategies with retirement planning. Today, he helps families plan for college without giving up on retirement. He studied at the College of Denver to become a CERTIFIED FINANCIAL PLANNER™ practitioner.

Create Custom Strategy Report

For Custom Home Loan Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Student Loan Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Carl Buck

Carl brings a deep understanding of higher education funding to every conversation. For dozens of years, he has helped families as head of financial aid at schools including Rice University and Rutgers University, and director of financial aid counseling at UCLA. Plus, he is intimate with the agendas and perspectives of education lenders as a result of holding key positions in the student loan departments at both JPMorgan Chase and Discover. Author of the “Student Aid Answer Book,” Carl’s insights and tactical wisdom are regularly sought out by savvy, resourceful families.

Andy Lockwood

Andy is the cofounder of Lockwood College Prep. He personally coaches a select group of college-bound teens through the process of choosing majors and careers, then backward planning, strategically, into a college list, then strategizing how to maximize chances of admission. He also helps families improve their eligibility for financial and and scholarships, and negotiate with colleges for more money. He graduated Wesleyan University and St John’s Law School.

Troy Miller, CFP®, ChFC, CLU

Troy Miller became a college funding consultant not by accident, but by design. As a financial consultant, Troy was talking to many couples who were delaying or foregoing retirement – just so their children could get a good education.Again and again, Troy heard his clients voice the same financial concern …”There’s no way I can retire and put my kids through college. No way. At least not the school of their choice.” Troy decided he would find a way. He began to integrate college funding strategies with retirement planning. Today, he helps families plan for college without giving up on retirement. He studied at the College of Denver to become a CERTIFIED FINANCIAL PLANNER™ practitioner.

Create Custom Strategy Report

For Custom Business Loan Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Gifting Strategies Choose the Appropriate Strategy Lines and Strategy Type: Taxes

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Foundation Planning Strategies Choose the Appropriate Strategy Lines and Strategy Type: Taxes

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Cash Flow Maximizing Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Retirement Strategies Choose the appropriate lines and Strategy Type Retirement

Create Custom Strategy Report

For Custom Retirement Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Retirement, Cash Flow

Create Custom Strategy Report

For Custom Gift Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Retirement

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Transition Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Retirement

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Estate Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Retirement

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Acquisition Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Disposition Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Marriage Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Divorce Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Vehicle/Boat Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Business Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Farm Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Tax Planning Strategies Choose the Appropriate Strategy Lines and Strategy Type: Taxes

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Life Insurance Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Disability Insurance Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Long-Term Care Insurance Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Health Insurance Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Property & Casualty Insurance Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Captive Insurance Planning Strategies Choose the Appropriate Strategy Lines and Strategy Type: Taxes

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Medical Cost Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.

Create Custom Strategy Report

For Custom Assisted Living/Long-Term Care Cost Planning Strategies Choose the Appropriate Strategy Lines and Strategy Types: Investment, Taxes, Cash Flow

Rick Darvis, CPA

Rick is the leading expert in the country in tax and college financial planning. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.

He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.

Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger’s Personal Finance, NY Times, Smart Money, The Wall Street Journal, Bloomberg’s Personal Finance, Nation’s Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA’s Market Facts, NAPFA Advisor, and AICPA’s Planner.