Education Planning

With the joy of becoming a parent comes the daunting task of planning for your child’s future.  For some families, this means planning for college.  As education costs increase, the sooner you start planning for your children’s educational future, the better.  We understand that our clients want the best for their children.  Other families choose to set aside funds for their children who may decide to use them for non-traditional education purposes.  There are options for that, and we are here to help you meet all your goals.  

We incorporate education and future funding for your children into your comprehensive financial plan by creating a timeline, evaluating the expenses, and discussing your funding options.