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Education funding

Ensure your children and grandchildren get the best start in life by setting up a 529 account.

Sending your children to college could be one of the largest expenditures in your lifetime, and the inflation rate for tuition has historically outpaced consumer inflation rates. Planning ahead is critical to meet your education goals without jeopardizing your retirement goals.

 
  • Should I start a 529 account or a custodial account?
  • How can I help fund college for my grandkids?
  • Can I use money from the 529 account to pay for primary education costs?
  • What other types of educational savings vehicles are available to me?
  • How will the different types of accounts reduce my tax liability?

Our Financial Advisors can help

We work with families across multiple generations to plan for future expenses, like education. Following a process that looks holistically at both short- and long-term goals, we’ll guide you and your loved ones with saving and gifting strategies that provide flexibility and protect your legacy.

Our Fiduciary Promise

We promise to put your interests ahead of our own and to provide transparent and straight forward fee-only services. We are an independent firm with no affiliation to a broker or parent company, so we don’t sell investment products, insurance, or annuities. 

Personalized Investments

Build the portfolio that is
comfortable and right for you and your family. Determine your unique profile.

Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities. Give us a chance to lead you beyond your dreams.

Wealth Management

Get the best advice and options at each financial milestone in your life. Build a legacy of good financial decisions and sound investment management.

We would love to learn more about you.

Knowledgeable and expert.

 

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