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Education planning

Before you prepare your children for college, you may have to prepare yourself financially.  Just because your kid walks out the door doesn't mean all your money should too.

Paying for college seems to get more expensive every year. Given today's average annual costs for a four year college, it's no surprise that college expenses can be a financial burden and overwhelming for families.

Based on your college funding goals, we can help you understand the cost of education and how to best meet those goals through a variety of options such as 529 plans, Coverdell plans, UTMA's and Roth IRA's.

If completely funding college tuition is not an option, we can help you creatively plan beyond traditional savings methods to meet your goals of higher education for your children.

In addition, we can work with grandparents to develop tax advantage gifting strategies to help offset the high cost of tuition.

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