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Education Planning

Client Centered

We understand that the cost of educating our children can be daunting. Many families pay for private schools in the early years, followed by college and graduate school down the line. This need comprises a significant challenge for many folks. That’s why we take the time to fully understand your goals and timeline, so that we can advise and guide you in making the most appropriate choices for your family.

Our Education Planning includes:

  • Determining when your family might need funds for your children, and how much you might need
  • Spreadsheet analyses that will show you how to fund these needs over time, as part of your overall wealth management plan
  • Recommending the use of the appropriate mix of 529 plans, Education IRAs, Roth IRAs, and UTMA/UGMA accounts
  • Implementing and reviewing your progress to give you confidence that you’ll be able to fund your children’s education in a tax-efficient manner

"Develop a passion for learning. If you do, you will never cease to grow."
- Anthony J. D'Angel

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