Paying for Education

As a parent, you want to make sure nothing stands in your child's way -especially the ability to pay for college. But with the rising costs, it can be hard to know where to start. We can put together a strategy to meet your education savings goals. 

  • 529 Education Savings Plans-is a state sponsored education savings plan that can be used toward elementary, secondary, in some states , and/or higher education expenses of the account beneficiary. 529 plans offer account owner tax advantages , flexibility and control. 
  • Other Education Savings Options-Consider personal investments, zero coupon bonds, savings bonds, and Coverdell Education Savings Accounts as other ways you can save for college

The more money you save and invest for education, the more control you and your child will have over how to pay for college. We can look at your entire financial picture , including what other goals you are saving for (like retirement), so your college savings strategy makes sense  for your family. 

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