Brian M. Boswell, CFP®
Helping families save for college and retirement while still paying the bills.
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Fee-Only
Fiduciary
College funding and expected family contribution (EFC) review
Cash flow planning and debt management
Budgeting and saving
Insurance needs analysis
Financial coaching
Need college savings information for a news story? Brian has been quoted in leading publications including the Wall Street Journal, Reuters, Investor's Business Daily, and hundreds more!
Need answers to a specific question? How many 529 plans offer progressive tax benefits? Who offers the same investment options as you? Let us find that out for you!
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BRIAN M. BOSWELL, CERTIFIED FINANCIAL PLANNER™
BRIAN M. BOSWELL, CERTIFIED FINANCIAL PLANNER™
He / Him / His
He / Him / His
Brian has worked in financial services since 2001 with a specialization in complex 529 situations. He has provided his expertise to 529 participants, distributors, and providers. Brian has been quoted in thousands of leading publications including The Wall Street Journal, Reuters, and Investor’s Business Daily, among others. Brian received two Bachelor of Science degrees from Rensselaer Polytechnic Institute.
Brian is also a father of triplets with significant higher education expenses in his future.
email: brian@529expert.com
This information does not constitute tax advice and is provided for informational purposes only.
Before investing in any 529 plan, please consider whether the home state of the beneficiary offers any tax benefits that are only available through that state's 529 plan. Please read the respective 529 plan offering document and consider it carefully before investing in a 529 plan. Consult with a tax advisor, financial advisor, local taxing authority, and/or plan provider or sponsor for more information.
Check the background of your financial professional on FINRA's BrokerCheck.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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