College Planning

College planning will clarify your options and help you weigh the impact that paying for education will have on reaching the rest of your goals.

These days it can be overwhelming to try to navigate the alphabet soup of college funding: 529 plans, prepaid tuition plans, savings bonds, Coverdell ESAs, UTMA, UGMA, the FAFSA. Then there is the tricky game of comparing the financial aid packages your children receive: merit aid, needs-based aid, student jobs, loans.

Parents wonder how they will pay for it, and if their family will qualify for certain programs. They ask: What should we fund first? Our retirement or our children’s education? We can help you find the answers to these questions.