College Planning Solution

College Planning Solution
Simplified
Stress-free
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Cost saving
College Graduation Cap
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We take care of the details.
Palma Financial Services, Inc. knows that your time is valuable.
We'll save it so that you can get back to what you enjoy.
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we will be here for them too.
When the next chapter begins,
They're getting married!
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Palma Financial Services, Inc. Provides The Right College Planning Solution

You want to simplify this complicated process.

You want to save time.

You want to save money.

Our Dublin CPA firm gets it and does it!

College Graduation Cap

Palma Financial Services, Inc. understands the importance of funding your children’s education with the right solution for you.

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Free College Consultation Request

Let’s face it, the college planning process is one of those few things that you demand to be done right. Your children’s future depends on the decisions you make today.

Well, we take your trust very seriously.

Find out what others have said about our services while setting up a free college planning consultation today.

My husband and I hired Mr. Palma for College planning and financial services. He walked us through all the applications and strategies to apply to some of the best colleges and went over a financial plan. He made the whole complicated process go seamlessly and always had time for us for any questions we had. I am proud to say our son got in to one of his top pick colleges and I feel this is due to Mr. Palma’s advice and mentoring. Thank you.
~ I. Pinto

 

My junior year in highschool, my father and I were worried about how to pay for college. We went to Mr. Palma and he truly went above and beyond. He helped package our financials so college for me and my siblings was much more financially viable, he set me up with a college planning network to help me personally, and he gave me the opportunity to meet people in my potential field of profession. The customer service was very good, every body at the office was a joy to see every time we went for an appointment. I would definitely recommend Mr. Palma.
~ Alex P.

We have successfully sheltered assets that have helped clients save thousands of dollars in some cases.

Learn more about Palma Financial Services, Inc.’s college planning solutions:

Free College Presentation

College Planning | College Planning Process | Life Insurance For College Funds