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A college education for your child can be an achievable goal. Working toward that goal can be complex and expensive, but with careful planning, you can provide a quality, affordable educational experience for your child.

Set Your Strategy Now

Your child’s college tuition may be one of the largest expenditures you ever made. If you have more than one child, the financial commitment is even greater. We can help you create an Education Fund by:

  • Estimating how much it will cost to send your child to college
  • Explaining which savings vehicles best meet your needs
  • Coordinating financial aid and borrowing options with available savings
  • Discussing investment choices and aligning investments with education goals and time frames
  • Identifying the various tax incentives for college education
  • Integrating college savings needs with your other financial planning goals

 

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