Broker Check

College Planning

You and your family can look to the future far more positively when you have a well-planned strategy for education costs.  With a plan that features tax-savvy investment advice and guidance, you can get closer to realizing your education funding goals and reap the benefits they deliver.  We can:

  • Create a timely, diverse college investment strategy designed around your financial resources, child's age, risk tolerance and projected education costs
  • Explain tax credits and deductions that can defray education costs, and the tax implications of education-related investment and savings deductions
  • Recommend ways for the student to become involved in the planning process and contribute to the education fund
  • Keep your plan updated to reflect changes in your employment situation, investment options, savings plan, financial aid requirements and tax laws