College Funding

Preparing for the expense of a college education

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Integrating College Funding into Your Retirement Savings Plan

Working with a us is a great way to prepare for retirement, but many people don’t realize that our financial services can also help with college funding. The right plan will make it possible for you to save for the future so that you can enjoy a comfortable lifestyle during retirement. At the same time, you can have money set aside to pay for the college expenses incurred by your children or grandchildren.

Paying for college is a big financial challenge for many families. Tuition rates are going up, making it harder than ever to pay for these expenses. Instead of trying to figure it out on your own, talk with us about a strategy that works.

529 College Savings Plans

The most common strategy to prepare for college is by using a 529 college savings plan. You can choose a do-it-yourself option, but there are certain plans that can only be accessed through a financial advisor. With our assistance, you will be able to choose from more investment products that wouldn’t have otherwise been available.

We will review your personal situation and make suggestions about the best savings vehicle for your family. When you see that there are hundreds of different investment options, it can be overwhelming to make these decisions on your own. Instead, we’re on your side to help with the decision-making process.

A 529 college savings plan offers benefits that are not available with other types of investments. For example, the plan offers a tax-free way to pay for the expenses of higher education, including tuition, books, housing cost, computers, and more. The student must be attending an accredited school to qualify to use this money.

Personalized Recommendations

Perhaps the biggest advantage we offer is that we become familiar with your goals and your risk tolerance. Personalized recommendations are helpful because the plan will be catered to match your individual preferences.

We will assess your situation, narrow down the choices, and then make recommendations based on those plans. You’ll be able to compare the potential of each plan and the timeframe of the investments to find the best solution.

We are experienced with all types of financial planning, including college funding. If you are ready to have a financial planner help you plan for your child’s future education, then our team is here to help. Call us right away to learn more about the services that are available.

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