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.

With education planning, 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.