Education Planning

Education Planning: Turning A Problem Into A Solution

With the cost of college rising high and quickly, planning to fund your child’s education is more important than ever. Our approach can turn education funding from a problem into a solution.

It starts with a disciplined savings plan in which you make contributions to an account according to a regular schedule, usually monthly or quarterly. We work with you to explore the available investment options and see which ones fit your needs and means, using the same proactive approach that we use for retirement planning.

As the time draws near for your child to choose a college, our trained eyes can help you sift through the mountain of financial aid paperwork. And somewhere in that mountain, there could be potential grants and scholarships that we can help you find.

The high cost of education means that education planning doesn’t necessarily end with graduation. As your child begins life after college, we can review her/his existing student loans to see whether consolidating them can help reduce payments. If consolidation makes sense, we can walk your child through the complicated process of identifying the right options, contacting the right people, asking the right questions and making the right decisions. Loan consolidation can help your child get off to a good start as an adult.

  • The Great Contradiction of the 2023 Investment Environment

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