College/Education Planning

With the costs of higher education rapidly rising, it is imperative that we plan accordingly. Our team can provide estimated education costs for the institutions you may be considering, and will build those costs into your financial plan. Also important to consider are the tax advantages, applicable state and federal laws, and understanding what qualifies as an educational expense. We will guide you through the various 529 savings programs available, and help you select the one that works best for you.