Services

College Funding

Every parent understands the need to save money to cover the costs of a college education for a child, but not every parent understands the options available to them to fund such an important event in their child’s life. Poor planning can lead parents to cut back on everyday living expenses, liquidate retirement plans, borrow from insurance policies, mortgage their homes, and even seek additional employment to fund college costs. There are better options available. Let’s discuss and allow me to help you explore your options and develop a plan to meet this very important goal.

Programs Available:

  • 529 College Savings Plans
  • Coverdell Education Savings Accounts

Complimentary Review