EDUCATION


The earlier you start, the more options you have.

student education

One of the largest lifetime expenses for most families is their children’s (and grandchildren’s) education.

We will help you plan now so you can give your children the best start possible on their own futures, despite rising tuition costs. This could include both higher education and private elementary and secondary schools. The earlier you start planning and saving — even before your children are born — the more options you have for making sure your children have the lifelong tools they need for promising careers.

Education Planning

We can discuss funding options including:

  • Trusts

 

  • Custodial accounts in your child’s name

 

  • State-sponsored 529 plans 

  • Coverdell Education Savings Accounts

  • Plans for children with special needs

Download PDF

Download PDF