Educational Planning

The education of children and/or grandchildren is often a very important goal. Especially for young families, the rising cost of education makes paying for this a challenge. We conduct an analysis to project the expected costs of education from primary school through higher education.

Within the context of your Live Well Plan, we help you develop a strategy to effectively prepare for these costs. Finally, we help you select the most effective savings vehicle which may include a 529 college savings plan or a Uniform Transfer to Minors Act (UTMA) account.

This analysis provides the proper understanding for developing an appropriate strategy for the future.

We can help you identify your unique goals and objectives, financial and non-financial, and design a customized strategy to help you reach those goals. Once your strategy is implemented, we continually monitor your portfolio to make sure it is appropriately positioned to progress toward your long term goals.