College Planning

If you have a goal of paying for higher education expenses for a child or grandchild, it’s important to start planning early. Given the rapidly rising costs of a college education, you’ll want to develop a strategy that is designed to help lower taxes and improve your savings. We can help.

While the most popular way to save for college is through a 529 savings plan, we work with you to identify whether it makes sense to also save in a Coverdell ESA, a custodial account or a trust. We research all options in light of your overall financial plan to help ensure your college savings strategy is in line with your long-term financial goals.