Education Planning

Middle aged couple smiling at each other.

Education Planning

Education Planning

We utilize several tools to assist parents and grandparents with paying for education and related expenses. For many decades most education planning tools were geared toward paying for college. Rule changes now allow for education planning throughout the life of a student. We will help you understand the pros and cons of education planning strategies, and model expected costs over a student’s path from elementary to higher education.

Preparing for future success

The average cost of college tuition in the U.S. has more than tripled over the last 58 years.

Source: Nces.com

30% of saving accounts are 529 plans (Source: educationdata.org)

36% of parents save annually for their kid’s college education (Source: educationdata.org)

64% of parents are either saving, planning, or doing both for college (Source: educationdata.org)

30% of saving accounts are 529 plans (Source: educationdata.org)

36% of parents save annually for their kid’s college education (Source: educationdata.org)

64% of parents are either saving, planning, or doing both for college (Source: educationdata.org)