Education Savings
Educational planning opens doors for the next generation to pursue their passions.
Your entire family can work together to make this happen.
Supporting Education for Every Generation
01
College Funds
The earlier you start a college savings plan for your children, the better. Grandparents, aunts and uncles can contribute as well. We’ll discuss what works best for your family, including the possibility of creating legacies from grandparents.
02
Financial Education
We’ve all heard nightmare stories about college students running up credit card debt and bouncing checks. Let’s make sure that doesn’t happen to your children when they head off for college.
In the year before college, we’ll meet with your child to ensure they are financially savvy. We’ll help them create budgets, understand how and why to build good credit and discuss common financial mistakes to avoid. If we can help them build smart financial habits early, they will be well prepared for the future.