Education Planning

Header - What We Do

Establish Goals: We talk with you about your goals for funding your child’s, or grandchild’s, secondary and/or post-secondary education.

Calculate Need: We use tools to calculate how much it will take to fund your goals.

Planning Ahead: There are many different funding vehicles we can use to help you save for your child’s/grandchild’s education, such as:

  • Custodial accounts 
  • 529 Plans
  • Coverdell education accounts 
  • Roth IRAs

Evaluate Options: We will review and evaluate different funding options, such as:

  • Withdrawals from investment portfolios 
  • Student loans
  • Financial aid
  • Scholarships
  • Home equity line of credit
  • Family gifting plans

Planning Techniques: We can discuss how your investment portfolio will affect your financial aid eligibility and how to properly title accounts for future financial aid applications.