Education Planning

Education Planning

Planning for education has become more expensive and more confusing over time. While we can’t make college less expensive, we can help you understand how it can be affordable for your child or grandchild to get the education that’s right for them.

We can provide advice and help you invest in a 529 savings plan, which allows you to make tax-advantaged investments for education purposes. We’ll also help you understand the impact of family income, assets, and gifts to the student when applying for financial aid via the Free Application for Federal Student Aid (FAFSA).

If you’re considering using debt to finance education expenses, we’ll help to assess your capacity for borrowing and the impact it may have on your overall financial plan.