This is another primary goal for many families. Balancing the cost of higher education with the need to save for retirement is a real challenge for many families. We assist you by helping to evaluate and determine the appropriate amount of funding required, the periodic or lump sum investment and savings needs, the various funding methods available and a recommended investment strategy to reach your goal. We evaluate the myriad of vehicles and types of accounts available to accumulate funds for education (Education IRA's, UTMA accounts, Sec. 529 plans, various types of loans, etc.) and recommend the most suitable options for you and your family. Investment strategies are revisited periodically and adjusted as appropriate.
"There's never a bad time to make a good decision"