College Savings Planning
Paying for college can end up being one of the largest expenses in your lifetime. We can help you keep these costs in perspective and create a college saving strategy.
We will help you to put a strategy in place to pursue your savings goals to pay for the college education of loved ones. This includes:
- Analysis of the expenses associated with the colleges of your choice
- Analyzing different saving/investment options along with the tax advantages, penalties, and restrictions that may apply to each:
- 529 College Savings plans (Both in-state sponsored and out-of-state sponsored plans)
- Coverdell Education Savings Account
- Uniform Transfers to Minors Act Accounts
