Education Planning

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.

Education Savings Strategies

• 529 College Savings Plan — tax-advantaged growth for education expenses
• Coverdell Education Savings Account
• UGMA/UTMA custodial accounts
• Roth IRA as a dual-purpose savings vehicle
• Financial aid impact analysis
• Balancing education savings with retirement savings

While there are loans for education, there are no loans for retirement. We help you find the right balance so both goals are funded appropriately.