College Planning

Most of our children will go to college but will you be ready?

College costs are constantly rising which is why you need to start saving early, as early as the day they are born.

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We all want the best for our children-to keep them safe, provide for their future and help them find happiness. We instill in our children at a very young age the importance of education.


Why a 529 Plan?

  • 529 Plans allow investment earnings to grow sheltered from federal income taxes, and withdrawals used to pay for qualified education expenses are tax free.
  • Helps our children/grandchild reduce or eliminate college debt.
  • Anyone can contribute to a 529 Plan.
  • You can designate a different beneficiary if the beneficiary does not choose to go to college.
  • Available for families at all income levels.

How to choose the right plan?

That is why you have us! We will help guide you and choose the plan that best fits your needs and goals. There are dozens of plans available and their features and rules can vary greatly.

Education is power! Educate yourself on ways you can help afford your child’s education because college happens in the blink of an eye.

* Prior to investing in a 529 Plan investing should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits, such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.