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    Financial Planning For Today and Tomorrow

  • Create Retirement Income Strategies

  • Create Tax Efficient Strategies

Education/Goal Planning

One of the most valuable gifts you can give a child or grandchild is an education. Our team will help you construct a comfortable plan to save and invest for college. Today, there is an enormous amount of information regarding college funding available to our clients. The multitude of information available at your fingertips, especially given the variety of funding programs and their complexity, can make analyzing all the information that much more difficult.

We will offer you sound guidance and advice to help you through the complicated world of loan applications, grants, and scholarships. Our team will help determine which innovative tax advantaged solutions may be available to use as college savings vehicles. We’ll offer answers and trusted advice on all of your questions such as:

  • How much do I need to save for my children’s college education?
  • What do I need to know about 529 plans?
  • Are there limitations to using a Coverdell IRA?
  • Can I plan for scholarships?
  • Is prepaid tuition the right savings strategy for me?
  • What do I need to know about UTMA / UGMA accounts?
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