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
- 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.