Education planning is a common area of concern because paying for higher education is one of the largest financial burdens a family will face. Providing for a child’s education is one of the most important decisions parents will ever make. We will help you identify your goals and formulate a plan that best meets your needs. The key is to set feasible, realistic goals.

There are many options available for very young children who are years away from entering college. Children nearing college age or currently attending college do not have as many options and saving methods. Time is crucial in planning for a child’s education.

In addition you should set goals as to whether you want to fund private elementary and secondary school education for your children. Moreover, you should decide if you desire to provide some or all of the funding for graduate or professional school education.

We will address financial aid, school loans, scholarships, maximizing tax benefits, choosing the best investment vehicles, and making choices that are best suited for your family’s needs, expectations, and desires. Once your plan is in place, we will monitor the plan and update it because assumptions change and unknowns enter into the analysis.