Education Planning

What it is

Anxious about meeting the high cost of college—or a great primary school? We can help you fund a good education wisely for yourself, your children or other loved ones. Not only will we help you find the right financial solutions, we can advise you on difficult issues such as whether you or your children should take out loans to pay for higher education.

How it works

Clients seeking education planning often have plenty of questions, worries and doubts when they come to us. So we start by listening, and giving you the information you need to feel confident (and even excited) about the possibilities. We also work to understand the full scope of your education funding concerns. Based on our understanding of your situation and needs, we will put together and carry out education plans that may include:

  • Cost estimates and projections
  • Funding strategies
  • A 529 college savings plan to determine the most appropriate state funding option
  • How to position your assets for financial aid purposes
  • Determining which education assets to use first for education funding
  • Advice on loan options