Wondering where to start when saving for a college education
Do you know what it will cost to send your children to college, taking into account tuition, room, board and other expenses?
We can determine what those costs may be and create a savings and investment plan to address your needs.
We’ll analyze the full range of tax-efficient plans like Section 529s, Coverdale IRAs and custodial accounts to help you get the most value for your savings. And we’ll see how it makes sense to link education funding with the estate planning needs of other family members.