College Planning

"An investment in knowledge always pays the best interest." 

- Benjamin Franklin

Funding a college education for a child or grandchild is a priority for many of our clients.

However, as the cost of a college education continues to rise, estimating the actual cost of your child or grandchild's education is difficult and requires disciplined savings and financial planning to make the education affordable.

Today there is a staggering array of educational planning choices for your children and grandchildren including Coverdell Education Savings Accounts, state-sponsored 529 college savings plans and gifting options of a UTMA/UGMA custodial account.

We can work with you to develop an individualized college funding strategy.  We will help you determine the right investment vehicle—with the most tax benefits—for your family's educational goals, and we will advise you on how conservatively or aggressively you should invest those assets.