“You don’t need a degree in finance to begin saving for your child’s education”.

EDUCATION PLANNING

With college costs rising, it’s more important than ever to start saving early.  Here’s how we’ll help you understand your alternatives and get started:

1. EXAMINING YOUR OPTIONS
Review your financial situation, savings targets and projected timeline to help determine which savings vehicles will work for you.

2. AVOIDING PITFALLS
Steer clear of common and costly mistakes in order to prevent surprises down the road.

3. PLOTTING YOUR COURSE
Present and assess a scenario that will work for your family to maximize savings and minimize debt.