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Education Savings Programs

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

College Planning Resources