Thinking about the cost of a good education?
Whether you are investing in high quality education during the formative years or saving for college and graduate school, your children’s education is a significant financial goal. We understand there is no way for you to know whether your child will get scholarships, financial aid, attend a private college, etc. so flexibility is key. Utilizing our educational planning services, we demystify the options and offer a variety of savings strategies and accounts (such as UTMA/UGMA accounts and 529 plans) in strivingto maximize your position on education expenses. We will walk you through the different account types to explain the pros and cons of each.