Broker Check

Education Savings Programs

<strong>Strategize For Your Education Expenses</strong>

Strategize For Your Education Expenses

Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with managing your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

As independent advisors, we are under no pressure to recommend specific education savings programs or proprietary products of any class. Our only concern is which program best meets your needs.

  • 529 Education Savings Plans 
  • Coverdell Education Savings Account
  • UGMA and UTMA Accounts
  • EE Savings Bond
  • College Planning

Additional Resources

College Planning Resources 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites mentioned, we make no representation as to the completeness or accuracy of information provided at these web sites. The opinions found therein are those of the author(s) of the article or website.

Contact Us Today To Get Started

Thank you!