<strong>Give Yourself the Gift of Scott Marsh Financial Planning</strong>

Give Yourself the Gift of Scott Marsh Financial Planning

BYU students are some of the most hard-working and driven people in the world. They juggle academics, jobs, family responsibilities, and a host of other commitments with ease. Meanwhile, many future graduates can feel lost, overwhelmed, or both when it comes to wealth financial planning. 

That’s where Scott Marsh Financial’s planning comes in. We’re a BYU-affiliated financial planning firm that specializes in helping students, alumni, faculty, and staff reach their financial goals. With our help, you could realistically attend and then graduate from college without owing anyone any money.

This article explores these topics:

  • Everyone deserves financial security & a plan for the future 
  • Scott Marsh Financial Planning can help you get there
  • We offer a variety of services to fit your unique needs
  • Our team is experienced & extremely knowledgeable

Everyone Deserves Financial Security & a Plan for the Future

One of the best ways to finance a BYU education is by creating a budget and sticking to it. This may seem like an obvious statement, but you would be surprised how many people do not take the time to sit down and figure out how much money they will need for tuition, books, room and board, and other expenses. 

Making a budget helps ensure that you use your money in the most efficient way possible. For example, you may want to consider taking out loans only for tuition and using your own money for other expenses. Alternatively, you might want to work during the school year, saving up enough to cover your tuition costs. 

Whatever approach you take, mapping out a financial plan is essential for ensuring that you finance your BYU education efficiently. So, take some time to sit down and figure out your goals for your education. While you’re at it, do some research on possible ways to finance it. There are many sources of financial aid available—and you may be surprised at what you qualify for. 

Scott Marsh Financial Planning Can Help You Get There

BYU is an excellent school but paying tuition can still be hard for many who attend. Thankfully, you can fund your education and potentially graduate debt-free with proper financial planning. The experienced team at Scott Marsh Financial can help you start by developing a money roadmap that considers your unique circumstances and goals. 

Next, we can work with you to find scholarships and other sources of funding to help you budget for your education expenses. In addition, we’ll provide you with resources and advice on how to make the most of your money while you’re in school. With our help, you could attend college without worrying about the cost.

We Offer a Variety of Services to Fit Your Unique Needs

Scott Marsh Financial can potentially make funding your education far easier. Our services include saving and investing advice, the management of BYU Scholarships and Loans, and helping utilize the Perpetual Education Fund (PEF), just to name a few. 

For those who aren’t aware, the Perpetual Education Fund is a BYU-sponsored program that provides interest-free loans to returned missionaries and their spouses. As wonderful as this can be, all loans have to be paid off. That’s why we’re ready to help you make the fastest headway possible toward graduating without owing anything. 

We can also help you save for your future by investing in a 529 college savings plan or opening a Roth IRA. By leveraging your savings, investing, and tax planning as early as possible, you can get the maximum possible benefit throughout your college years.

You Might Say That Even the IRS Supports Charitable Giving, in a Way, This Time of Year

Our Team Is Experienced & Extremely Knowledgeable

Founded by BYU graduates committed to helping their clients save and invest for their future, Scott Marsh Financial is well-versed in all aspects of financial planning. Our team shares the kind of deep understanding of wealth accumulation (as well as asset protection) that only experience can provide. 

In fact, our founder Scott Marsh has spent the last 30 years helping people improve their financial literacy. Additionally, he holds both a Masters of Business Administration (MBA) and a Masters of Science in Financial Services (MSFS). His certifications include Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®). 

We enjoy working with our clients to develop a personalized financial plan that takes into account your unique goals and objectives. Ideally, we’ll collaborate to strengthen your saving and investing long-term, not just while you’re in school. That’s why we also provide retirement planning, estate planning, and more. 

We Want To Help You Achieve Your Goals & Dreams

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It’s become a sad fact of life in many places: College students often wind up graduating with a substantial amount of debt. However, this doesn’t have to be inevitable. Scott Marsh Financial can help you develop strategies to save money and prepare for future success. 

Anytime someone starts attending college, they should sit down and make a budget that factors in the cost of tuition, housing, food, and any other expenses associated with college life. Just as importantly, make sure to save money whenever possible by, for instance, living off-campus or taking a part-time job.

Additionally, wise investments could save you even more money in the long run (in coordination with growth opportunities for savings accounts or other financial instruments). Through careful planning and saving, motivated by understanding the stakes ahead of time, you can get empowered to graduate free from college debt. 

At times, it may take some concentrated effort to stay on track financially throughout college, but the rewards are well worth it. Just imagine how beneficial a financial head start after your graduation could be. This is why financial planning isn’t just a necessity; it can be a vital investment in a brighter future. 

Scott Marsh Financial’s services include budgeting, debt management, tax planning, investment advice, retirement planning for high-net-worth individuals, and more. Some of our clients may say that we are the best source of financial planning in Salt Lake City, Utah. Contact us today to schedule a meeting. 

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More about the author: Scott Marsh

Scott Marsh has been referred to as America’s Financial Advisor and Educator. He is considered one of the foremost thought leaders in the financial services industry and hopes to share his knowledge with others so they can create a legacy of financial prosperity. He is the founder of Scott Marsh...