NOT AUTHORIZED TO USE CCFS® DESIGNATION.
ABOUT Eric Schmid
Who we are-
Ted Buchan and Company is based in San Diego County, California. We are a college and financial planning firm and have been college planning specialists for over 18 years, longer than anyone in San Diego County. We are Certified College Funding Specialists, Certified Financial Planners, Accredited Fiduciary, and several other licenses and certifications demonstrating our competence and leadership in this field.
What we do-
Ted Buchan and Company is a holistic college planning firm. We develop individualized college plans centering around four distinct areas: planning, preparing, paying and prospering during the college years. We call it the four “P’s.” After developing the individualized plan, we work with our clients for full implementation, ultimately lowering the cost of college, developing current and future tax strategies and review of asset strategies and action plan steps all leading to a positive client experience.
If you want a college planning firm that listens to your unique situation, that develops strategies to address any problem, and takes a proactive stance in leading you through the college years, then come to us for a complimentary consultation. We’d love to meet you and see how we can help you!
Designations
CFP® - Certified Financial Planner
Qualifications
CFP®, CCFS, CRTP, AIF®
Licensed - No
License No -
License Type -