Education Funding

Saving for your children’s or grandchildren’s future education can be a very important financial goal for some of the parents and grandparents we work with. With the cost of higher education rising, developing a plan for meeting these education goals has become essential. We will help you research future tuition costs, selecting appropriate investments, evaluating pre and post-tax payment strategies, income shifting, gifting strategies and more. With the proper planning in place we will help you review and track your education goals until you are sitting in the audience watching the graduation ceremony.