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College Funding Strategies

"An investment in knowledge pays the best interest."   - Benjamin Franklin


Planning to support a child’s education expenses can be one of the most rewarding aspects of success and one of the most important parts of your overall financial plan.  But with the rise of annual college tuition, it may also require you to create a savings strategy many years in advance. 

Planning around college education expenses can be complicated.  It can also vary greatly depending on your personal financial situation, especially for wealthy families that have the resources to leverage a variety of planning strategies.

If your goals include providing for the future of a child or grandchild, we can help you investigate your many options and develop an education funding strategy. We can help you provide for this opportunity with investment vehicles such as 529 college savings accounts, gifting strategies, and specialized trust vehicles.