Education Savings

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Children grow up quickly but the fact of the matter is that the only thing that grows quicker than children is the cost to educate and prepare them to be productive members of society. As parents, we want the best for our children and unfortunately there is a propensity to plan for their future better than we plan for our own.

We can plan for both.

There are countless education savings plans available. Common plan types include 529 Savings Plans, Coverdell Education Savings, UTMA accounts and others. Not only can we help you manage existing accounts but we can help you setup, initially fund and continually fund these accounts with helps from friends and loved ones. 

These plans typically offer certain tax benefits that promote savings and help ensure that when the tuition invoice eventually arrives, you're not caught flat footed and unprepared to foot the bill.