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Education Planning

We help you financially plan for your child's higher education

  • 1 h
  • Introductory Meeting

Service Description

With college costs continuing to rise faster than the rate of inflation, financing a child's higher education can be a challenge. Fortunately, there are sound strategies you can use to pay college expenses for your children or grandchildren while keeping an eye on your overall financial goals. Even if your child or grandchild only has a few years remaining before college, prudent planning can help you save the largest amount in the shortest amount of time. In addition, you may benefit from specific tax advantages for contributing to college expenses. 529 Plan Uniform Transfers to Minors Act (UTMA)

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