Financial Planning Services
College Planning
With college costs climbing, students and parents are still underestimating the true costs of higher education. Having a realistic understanding of how much college will cost is crucial when making a realistic plan for how to pay for it. Just like 401k plans are used to save for retirement, 529 plans have changed the way parents can save for college. While the best way to save for college will look different for each family, it’s never too early to start. 529 plans can also be set up by grandparents, aunts, uncles, or even friends; you do not have to be a family member of the beneficiary to give the gift of education!
Common questions from clients:
What should I consider before buying a house?
Should I buy or lease a car?
Can I afford to start a business, buy property, or go back to school?
Should I consolidate retirement accounts from former jobs?
How much should I be saving vs. paying down debt?
Fair & Balanced Disclosure: Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services, nor any professional credentials or designations, should be construed as a guarantee of client satisfaction or any particular outcome. Please see our Disclosures page for additional information regarding the professional credentials and Financial Advisor Magazine third-party rating discussed herein. No portion of the firm’s services should be construed as legal or tax advice, and legal and tax topics should be addressed with the qualified professional of the client’s choosing. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.