Education Planning 

We will help you craft a personalized education funding strategy for your child. This discussion will include the projection of education costs, assessing saving vehicles such as 529 or Coverdell plans and alternative allocations if a scholarship or change in education funding occurs. 

Paying for college should not cost you your own retirement. We look at education savings in the context of retirement planning, tax planning and your overall investment plan. Ask us to run the numbers.