Education Funding

Education is more expensive than ever … and current trends suggest that the costs for a college education will only continue to increase.

Saving money for college education should be viewed in the context of your overall financial objectives. I will help you establish your education funding goal in coordination with your overall financial objectives and priorities. We will review the options available to you and help you develop an education savings plan to achieve your goal. We'll determine which options make the most sense for your circumstances, such as 529 college savings plans, Coverdell Education Savings Accounts, prepaid tuition plans, trusts, financial aid, loans and tax advantaged multi-purpose investments, then coordinate appropriate strategies with your time horizon.


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