Education Planning

Client Centered

There are a number of scholarships, grants and loans available to students to help offset the expense of a college education. Nevertheless, the projected costs of a solid education are staggering, and not everyone can qualify for scholarships or other types of financial aid. That’s why when preparing for your children or grandchildren’s education you may need help.

We are aware of the changing tax rules and savings plans that affect the funding of your children or grandchildren’s education and can help determine the best way to approach this need. We have been successful in using alternative techniques that offer significant tax advantages over the traditional savings methods normally used including 529 plans.

Our Next Steps

Planning without at least some modeling to show and compare the differences between strategies is just guessing.  Planning without proper implementation is inviting failure.  Even a mediocre plan with proper implementation will beat the best plan that is poorly implemented.