US News College Savings

Recent Interview with US News on College Saving Plans I was recently interviewed by US News Education on what are the best types of College Savings Plans. It was a great experience to share my own plans that I put in place years ago for my daughter. Seeing the results…
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Predicts Stock Market Crash

Famed Harvard Economist Predicts Greatest Stock Market Collapse since the Great Depression Well, he’s back. Harry Dent, the gloom-and-doom-Harvard economist who has correctly predicted major market trends over the last 30 years, produced a video at the end of April that went viral. He’s predicting the “greatest stock market collapse since the Great Depression.”
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Appeal Letter: 2015 Successful Outcome

Actual Case: Financial Aid Appeal Boosts Award from $12K to $64K! We’d like to share a recent success story that demonstrates how Palma Financial Services works with our clients. One family applied for financial aid so their daughter could go to her dream school, Duke. The school’s original award offer…
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Free Money for College

Learn How You Can Get Thousands of Dollars of FREE Money, Regardless of Your Income, Assets or Grades! Get $7,500 – $35,000 or more in Financial Aid, Grants & Scholarships per year! IMPORTANT: If you think your family makes too much money to get financial aid or reduced tuition, take…
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Guiding Principles of a Financial Professional

As a financial professional, my responsibility is to make recommendations, regardless of our compensation, to achieve your goals. I have a fiduciary duty to make recommendations that are in the best interest of the client. Throughout the course of our lives, we arrive at various important financial milestones – a…
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