HELPFUL INFORMATION

Planning for Your Child's Education

Your dreams for your children are important. Let us help you put a college education within reach.

A 529 plan is an option to consider when planning ahead for your child’s or grandchild’s college education. A 529 plan is a tax-advantaged savings plan designed to help you set aside money for college expenses.  Some states offer tax advantages to investing in a 529 plan.  We encourage you to consult your tax advisor to review your particular situation.

Other options for investing in a college fund include the Coverdell Education Account and the Crummey Trust.

We can help you select a plan that fits your investment management program to meet your college planning goals.

Contact us to learn more and schedule a complimentary consultation.