College Planning

The rising cost of a college education has an increasing number of families struggling to properly allocate resources so they do not compete with other critical financial goals. While there are a number of college savings solutions, such as College 529 plans, Coverdell Education Savings Accounts, and even Roth IRAs, choosing the right solution can be critical in achieving the optimum level of growth, tax efficiency and financial aid eligibility.

In our College Planning, we will work with you to

  • Establish realistic college savings goals
  • Research the annual, inflation-adjusted cost of a four-year education at your preferred colleges
  • Develop a customized savings and growth strategy utilizing the appropriate mix of college savings vehicles

Because we integrate your college planning with your overall financial plan, you will have the peace-of-mind knowing your college savings goal will not impede with your ability to achieve other important goals.

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