College Savings Plans

One of the larger expenses that clients need to plan for is the education of children.  It's important to determine how much money needs to be set aside to meet the education funding goals that you have laid out.  And, you then need to decide where to actually invest these dollars.  Often times, funding comes through a combination of cash from current income, Section 529 plan accounts and/or non-qualified investment accounts.  Our advisors will work with you to build a plan for the amount of funding and how to best invest the dollars to be ready for these expenses down the road.  Then, we'll assist in determining which accounts to pull from when the invoices arrive.