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Education Planning

A good education can pay a lifetime of benefits. However, the challenge of accumulating enough money to pay for higher education has never been greater. As tuition costs continue to increase, college education is one of the biggest financial demands many families will face. To plan for your children’s and grandchildren’s education, we have a wide range of products and services including, but not limited to 529 College Savings Plans, Coverdell Education Savings Plans and Uniform Gifts to Minor Accounts/Uniform Transfers to Minor Accounts (UGMA/UTMA). Since every family's needs are unique, we spend a great deal of time evaluating your current financial status and discussing the type of college (i.e. Ivy League, private, state, community, technical, etc.) you would like your child or grandchild to attend. In addition, we project what the cost will be at the time your child graduates from high school, whether it is probable they will qualify for financial assistance and discuss the tax benefits of various plans currently available.

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