1. Have you saved enough for your children’s education?
  2. What options are available to help pay for education?
  3. Which is the best plan to use? 

College funding typically includes projecting the amount that will be needed to achieve post-secondary education funding goals, along with savings strategies and the “pros-and-cons” of various college savings vehicles that are available.

  • 529 College Savings Plans
  • Prepaid Tuition Plans
  • UTMAs
  • Taxable Accounts
  • Roth IRAs
  • Loans

Within the context of your financial goals we will discuss the options available to you to help pay for education.