Our StoryThe owner, Eric McGinley is an independent financial advisor who is a lifelong and passionate field hockey player and umpire. He is excited to help athletes play the sport they love at College while they pursue their education for their post College careers. He is also capable of helping non-athlete students with college selection also. His two sons cover the spectrum of possibilities open to College students; one played Division 1 soccer at Princeton and the other immersed themselves in student life at a West Coast college; with both graduating in under five (5) years, which is less than the average!
The student debt crisis strongly influences the planning process to ensure that the student either comes out with no debt or manageable debt and the parents' retirement planning is not compromised!
As a FIDUCIARY with Securities America Advisors, The College Funding Specialists always put their clients first. Eric has both the Series 7 and 66 investment licenses along with annuity, life, disability and health insurance licenses. The College Funding Specialists perform holistic planning that incorporates all aspects of a family’s financial life to come up with an optimized financial plan.
Schedule a complimentary meeting with Eric and let's start the planning process for your student. You will leave the meeting with your Expected Family Contribution (EFC) towards the cost of College, a better understanding of the College selection process and if you bring along four (4) Colleges you are investigating, you will receive a report showing you what your cost will be for each Schedule an Appointment.