Education Planning

Higher education costs are on the rise and most graduates are leaving college with extreme levels of student loan debt. Planning for your child’s or grandchild’s education will help ensure that they will have the funds needed to pay for their higher education expenses.

There are many factors to take into consideration, including time horizon, tax situation, risk tolerance. There are also several savings strategies available – 529 Plan, Coverdell Education, Savings Account and Gifting.

Through the financial planning process, we can help you understand each option and which might be the best fit for you and your family.