Education Planning

Funding your child's education is one of the most important steps you will ever take, but there are many things to consider including projecting the cost, your ability to take advantage of tax credits, how a 529 or Coverdell plan can help, and the role of institutional, state and federal financial aid. We understand. That's why your financial consultant is poised to help you with an education plan. Personalized to your family, your plan will guide you on how to accomplish your competing financial goals, such as saving for retirement and college at the same time.