Education Funding

In addition to quantifying a total funding need, we develop cost-effective and tax-efficient strategies to help parents and grandparents meet education-funding goals. We consider the tax implications, time frame, and risk-tolerance levels of the client. The final step is evaluating the myriad potential savings vehicles to identify the optimal combination for our clients' needs. We can examine the feasibility of student loans, parent loans, and a student’s ability to obtain financial aid.

Important Disclosure