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College Funding

According to Forbes the cost for higher education is increasing at more than twice the rate of inflation. The more you save and the earlier you start, the less you’ll have to rely on student loan debt. The less you have to rely on student loans, the more you’ll be able to save for retirement and your student will have a better financial start in life after graduation. We can share tax saving strategies to accomplish this without you having to sacrifice your retirement savings.

Will a financial product be a suitable route, or will a strategic approach work better? Let us guide you through the maze of options available to you to prepare for the ever-increasing cost of higher education, so you won’t have to worry how you’re going to afford it.

Items We Address

  • 529 Plans
  • Coverdell Education Savings Accounts
  • UGMA/UTMA
  • Other tax-favored vehicles & strategies