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College Education Planning

As college costs grow more quickly than the inflation rate, parents and family members must plan financially to send children to college long before they get to the college of their choice. We project comparisons of the future costs of public, state and private education. We will create strategies today that will allow clients to fund future education needs through 529 Plans and other appropriate vehicles.

Before investing, the investor should consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (631) 420-4242