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Financial Planning - Today's Roadmap to Tomorrow's Goals

Financial Planning 101

Financial Planning 101

To create a successful 30-year plan, focus on developing 30 strong one-year plans!

We aim to make defining clear objectives, establishing a budget, handling debt, saving, and making long-term investments as easy as possible for you. We use years of education and expirence in addition to technology to help view, manage, and track your progress, in order to build the framework to your financial plan. At Amherst Financial Group, we help clients build, implement, and manage these plans every step of the way. 

College Planning

College Planning

Preparing for college involves navigating a maze of decisions that can shape your future. We specialize in aiding families and students in charting a successful path toward higher education. Whether it's understanding college savings plans, evaluating financial aid options, or creating a strategic roadmap for educational expenses, our dedicated team is here to provide guidance every step of the way.

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