Broker Check

Education Funding

Client Centered

We understand the value of planning for education expenses to ensure that educational aspirations can be met without placing undue financial strain on your family. 

When we work with you on education planning, we assess your goals, the potential educational institutions, and the projected costs, including tuition, fees, accommodation, and other related expenses. We craft a personalized educational savings plan, considering tax benefits, to build the funds necessary to cover future expenses. This proactive approach allows you to have a clear financial roadmap for educational milestones and maximizes the potential for growth through prudent investment decisions. Let us help you navigate the complexities of educational expenses and make informed choices.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More
A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Learn More
Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
Learn More