College Planning

Some of our clients wish to pay some, or all, of the college education costs of their children, grandchildren and other family members.

Today the cost of funding a college education is often shocking to retirement age clients since the annual cost of college (tuition, room and board, etc.) is growing at a rate that far outpaces the normal rate of inflation.

We will calculate a savings rate to meet your education goals and advise you on the best investments based on your beneficiary’s ages. We will then monitor and adjust the investments as the beneficiary nears college.

We will also consider 529 college savings plans and prepaid tuition plans.

The earlier you begin your college planning, the better prepared you will be to meet your family’s education goals.

Find Out More

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