COLLEGE PLANNING

If your financial goals include funding higher education expenses for a child or grandchild, it’s important to have a plan in place. We work with you to implement a custom education savings strategy to minimize taxes and maximize your ability to help pay for the ever-rising cost of college tuition.

The most common savings vehicle is a 529 college savings plan; however, based on your particular situation and overall financial goals, it may make sense to establish a Coverdell ESA, a custodial account or a trust. We evaluate all your options and develop a strategy that works for you.