With today's overwhelming college costs, it pays to plan well and early.

Planning for the Future Starts Now

Did you know that Americans owe over $1.4 trillion in student loan debt'? In fact, the average class of 2017 graduate has $39,400 in student loan debt.1 That's a significant amount of money.

We understand that paying for your children's college education can be financially draining, which is why we work with you to select the suitable plan based on your current situation, and adjust as your financial needs change.

While they say that you can't put a price on a college education, you can act now to put practices into place with the goal to make it less expensive for the future.


Savings Options

Different college savings plans have different advantages. We'll explore all your options to see what might be suitable for you and your children, including:

  • 529 Education Plans2

    These tax-advantaged savings plans encourage saving for future private high school and higher education costs.

  • Uniform Gifts to Minors Act (UGMA)

    This act allows assets given by a donor to be held in a custodian's name for the minor without requiring a trust fund.

  • Coverdell Education Savings Accounts

    These accounts help pay for education costs through tax-free earnings growth and tax-free withdrawals for qualifying purchases

Learn more about college savings plans.

Schedule your complimentary, no-obligation initial review with a financial consultant today.

Schedule a Review

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