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Education Planning

The birth of a child is a momentous event.  While the financial concerns of new parents may initially be the added costs of diapers, equipment and childcare, thoughts soon turn to one of the greatest investments they may make in their child:  education.  Private schools and colleges can provide exceptional opportunities but they come at significant cost.  Planning for educational spending is important and must be balanced along with the other important financial goals.

We help our clients navigate through the myriad of investment choices that are available to save for a child’s education.  Whether to use a 529 Plan, a Coverdell ESA, a UTMA or other options for saving for future education expenses requires individual analysis.  Evaluating what future costs may look like and helping parents and grandparents determine what they can reasonably do now to prepare for the future is our role in education planning.