Education Savings Plan

You want your child to get the best possible education. How will you pay for it?

It takes planning, and you should start now. We’ll steer you through your options so that “putting money aside for college” is seamless and straightforward.
As we create an education savings plan with you, we consider:

Tuition Expense

Which type of college do you foresee your child/children attending? Will you need to have funds to send them to a private K-12 school? We’ll look at the education landscape so you can save accordingly, while also knowing that plans may change based on your child’s interests.

Your Contribution

How much do you want to contribute to your child/children’s education? Some parents hope to cover all the costs of college, while others want to provide enough to offset financial hardship for their children. We’ll talk about your funding capacity.

 Savings Products

There are many ways in which you can save for college, but they may not all be right for you. We’ll walk you through your options, including Education Savings Accounts and 529 Plans, to create a wise savings plan that also reflects good tax strategy.

Contact us about saving for education.