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EDUCATION


Give Your Kids The Best Opportunity To Succeed.

Create an educational funding plan that still allows you to reach your personal goals.

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HOW TO KEEP UP

Private school and college tuitions are skyrocketing.  Learn what it takes to keep up with rising costs and which schools may be in your family's future.

WHAT ACCOUNTS ARE BEST

Learn the different college savings vehicles available to you and which may make the most sense for your family.

REMAIN FLEXIBLE

While you may have the best intentions, the future is still unknown.  Learn how to plan an educational strategy that can remain flexible over time.


WHAT'S INCLUDED

Individually Priced Financial Planning

Educational Goals

Discuss your objectives and how you envision your kids future playing out.  Identify specific schools and costs to budget for.

 

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Account Types

Learn the various ways to save for college as well as how aid and scholarships play a role. 

Individually Priced Financial Planning

Comprehensive Analysis

A comprehensive educational report analyzing your how much you need to save, in which type of account, and how it may affect your overall finances.


Our EXPERIENCE HAS TAUGHT US

There is a major trade off with saving for college and also achieving your personal retirement goals.  Of course you will do everything for your kids, but is there a limit?

Running future college expense examples are scary.  At an average increase of 6% per year, the numbers get large very fast.  Having an educational plan that remains flexible as your kids grow puts them in the best situation.

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