our Services

Education Planning

Educating your children may be the largest expenditure you face on the way to your retirement. College tuition costs continue to increase significantly each year, while the savings and investment vehicles are in a constant state of change.   It’s critically important to systematically review your goals periodically to ensure that the education funds you are saving will provide your children and grandchildren with the education they deserve.

  • College Funding Needs Analysis
  • Section 529 College Savings Plans
  • Investment Selection, Management & Monitoring
  • Compliance with Plan Rules