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College Planning

With all of the demands and decisions new parents face, one important aspect is sometimes overlooked in those early stages of life – college.  Education planning represents a significant financial commitment. With tuition rates rising, education funding should be at the top of every parent's planning list...no matter what their child's age. It’s never too late to begin a plan to fund your child’s educational expenses.

We will recommend an appropriate savings and investment program, based on reasonable expectations for future returns and expected savings rate. We can assist you in selecting the appropriate college savings vehicles for your children’s needs, including 529 plans, educational IRAs, and education trusts.