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College & 529 Planning

Simplifying Saving for College

College costs may be a major expense. For many, student loans are second only to the cost of a home purchase. The sooner you start saving for your future college student, the better! That way, the funds you put toward your child's future college education can have many years of growth opportunity. Together we can review your financial situation and develop the ideal college savings plan for your student.

Our college & 529 planning services include, but are not limited to:
• Create a "Cost of Education Report" detailing costs estimates for your college of choice based on school costs and historical education inflation figures
•Create options for "Meeting Needs Report" detailing various funding scenarios including lump sum and ongoing contributions
•Utilize tax-advantaged savings vehicles such as 529, Coverdell, and Retirement accounts to maximize college funding

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

College Planning Resources

College Savings Calculator

College Savings Calculator

Whether you plan on paying all the costs or just a fraction, this calculator can help you better assess the overall price tag of higher education.

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Saving for College 101

Saving for College 101

Watch our quick, but informative, video for a  crash course on saving for college.

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Exploring the FAFSA

Exploring the FAFSA

The Department of Education offers multiple aid packages as part of the Federal Student Grant Program. 

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