Jay and Stephen establish a second private foundation, the Retirement Planning Foundation, which they personally fund to provide free educational courses on topics such as social security, long term care planning, retirement income & investment planning, estate planning, and advanced tax planning strategies.
Jay and Stephen are recognized by the Association of Certified College Funding Specialists as college planning and funding specialists.
EYD Solutions opens an office in San Ramon, CA.
Jay and Stephen establish a private foundation, the College Planning Foundation, which they personally fund to provide free educational workshops for students and parents on topics ranging from college selection to college admissions to college funding, including grants, scholarships, and loans.
EYD Solutions opens an office in Boca Raton, FL.
Jay and Stephen lead and close a $20m round of debt and equity financing for a private equity investment in Boca Raton, FL.
Stephen and Jay expand their services to include private equity management and investments.
Jay and Stephen introduce private placement investment and business plan analysis and reviews to clients.
From their Dublin, CA office, Jay and Stephen launch what will later become an education and financial services company, EYD Solutions, and begin holding financial education in the workplace workshops to help workers who are struggling with cash flow management while also trying to save for their retirement.
Stephen and Jay partner together, with a plan to educate San Francisco Bay Area individuals and businesses still recovering from the devastating effects of the 2008 Financial Crisis – their focus was on eradicating debt and increasing cash flow utilizing tax-favored financial products.
