Education Planning

We provide long-term planning to ensure you’re ready when your children are. Our clients are provided with many tax sheltered investment options that meet their individual needs. We offer a variety of funding vehicles such as 529 plans, UTMAs and Coverdell Savings Accounts that will contribute to your child’s education costs. We evaluate your current situation and take into account the age of your child/children, length of time your child will be in college, interest rates and student loan rates to ensure that your child’s education is funded when the time arises.