Expertise in Education Savings Solutions

One of the most effective ways to solidify your legacy is to set aside funds to cover future education costs for your children or grandchildren. Whether the financial need is for college, graduate school, or even high school tuition, we can help you ensure that the funding will be there when it is needed. We have deep familiarity with various tax-optimized savings options, including:

  • 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • Custodial Savings Accounts (UGMA/UTMA)

For some clients, another viable approach is to set aside money for future education expenses in such a way that is not tied up in these types of programs. We can help you determine the advantages and disadvantages of each approach, and choose the one that best meets the needs of you and your family.

For more information about our education investment services, please contact us.