Education Planning

The education of children and/or grandchildren is often a very important goal for our clients. Especially for young families, the rising cost of education makes paying for this a challenge.

We conduct an analysis to project the expected costs of education from primary school through higher education. Within the context of your financial plan and circumstances, we help you develop a strategy to effectively prepare for these costs. Finally, we help you select the most effective savings vehicle which may include a 529 college savings plan, a trust for your child, or a Uniform Transfer to Minors Act (UTMA) account.