College Planning & Preparation 2.0

College Planning & Preparation

Building Tomorrow

Preparing for your children’s education should be an exciting time for your whole family. Unfortunately, it’s often more anxiety-ridden than anything else. When you come to us for your College Planning needs, we aim to relieve that burden and allow you to go back to enjoying this pivotal time period in your family’s journey.
With our help, you’ll be able to make informed decisions on college planning and preparation that are best for your family and your future.

Education Savings

Starting a 529 plan is a great way to save for your children’s or grandchildren’s education. These are government-issued savings vehicles, which come with tax benefits. The details and benefits vary by state, and some states offer 529 plans that can be contributed from across state lines. We can help you research which 529 plans are available to you and which might best suit the needs of your future student. Together we can make sure you’re as ready as possible for the road ahead.

Want to Learn More?

If you’d like to talk about 529 plans and savings strategies for college, give the office a call.

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Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing.

Investors should also 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. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.