Education Funding Planning

Itís no secret that the cost of advanced education can be very expensive. Total college expenses can easily run higher than $40,000 a year at some private schools. Furthermore, tuition costs have been rising faster than inflation rate-between 4 and 11 percent a year. Careful planning can cut some of the costs down to a manageable size and have the right saving vehicle that has tax benefits. In this process, we will

  • Review your current education saving planning (if applicable)
  • Determine the cost of college
  • Select the right college saving vehicle to implement your college planning strategy
  • Design an afford college saving plan
  • Discuss the ownership of saving/custodial accounts to meet your situation