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Education Funding

A college education is among the most important milestones in a child's life. Advanced guidance is critical to determine and understand which college savings strategy is suited for your family. As independent advisors, we have many options available to assist you in this area. Our education funding planning helps to identify an appropriate strategy based on your family's unique situation. The sooner you start planning, the better prepared you will be to meet the challenges the future may present. For many families, paying for college today has the potential to significantly decrease retirement income later. Although funding a child's college education is an expensive proposition, it need not be an impossible one. Proper strategies can be implemented even when the student is still in high school.

The goal of education funding planning is straightforward: to minimize the after-tax cost of college for the family.

Our services in this area include, but are not limited to:

  • Select the appropriate investment vehicles for college savings
  • Minimize the impact of financial market volatility on college savings accounts
  • Lessen the impact that paying for college will have on your other financial goals