Education is an integral part of many of our lives. It can help you attain your dream job, live the lifestyle you want, and provide for your family so they can follow in your footsteps.

We can help you create an education savings plan that reflects your long-term goals – we will provide you with the guidance and tools that can show you how to afford your children's education.

Understanding a College Savings Plan
With financial planning for college education being a top priority in many parents’ minds, a variety of options have been created. Different strategic college funding strategies seek to increase the size of a college fund without taking a large toll on your lifestyle. A simple beginning to a college fund is putting any unexpected money, such as holiday money or end-of-the-year bonuses, straight into the fund. This does not affect your income, and it allows you to start thinking ahead without worrying about living in the present. Another simple opportunity is a Upromise credit card*, which earns a 5% interest on every purchase you make.

There are also tuition programs you can invest in early on.

There are concerns with every college funding strategy investment you make. What if my child doesn’t go to college? What if I still don't have enough when they do go? These are two of the reasons you may want help from a financial advisor. I can help you:

• Set realistic financial goals
• Assess your current and future investment opportunities
• Develop a comprehensive plan to align with your financial goals
• Put the plan into action and periodically review its progress
• Celebrate when you finally see your child graduate

One way to pursue your financial savings plan is to allow us to help you. As experienced financial advisors, we will help you work toward everything you hope to provide for your children.

If you are ready to start planning for your children’s education, we are ready to help you get started.