Service: College Savings

Funding a child’s education can be an important goal in your family’s financial plan. Modern funding strategies can have a significant positive impact on your income taxes and estate taxes, as well as on your family’s overall financial position. There are a number of ways to establish strong educational-funding for your children or grandchildren. When evaluating education savings programs, we consider the following:

• Personal and family goals
• Retirement status
• Income tax bracket and estate tax liabilities
• Gifting
• Profile of children or grandchildren