College/Education Planning
Paying for private elementary or secondary school or even college can be a large financial burden for many parents. Education costs continue to climb dramatically year after year forcing parents and/or grandparents to plan early. It is important to consider all of the funding options available for education, whether it may be an IRA, a 529 college savings plan, a Coverdell Education Savings Account, a custodial account (UGMA/UTMA), or an educational trust. Each funding option has tax advantages and disadvantages to consider.
To have a financial educational plan, our investment consultants can sit down with you and discuss the funding options available. They are here to assist you in creating an education funding strategy tailored for you.
For information on retirement planning, you can take a closer look at our perspective of:
