Education Planning

You and your family can look to the future far more positively when you have a well-planned strategy for education costs. With a plan that features a CPA financial planner's tax savvy investment advice and guidance, you can realize your education funding goals and reap the benefits they deliver, including:
  • Creating a timely, diverse college investment strategy designed around your financial resources, child's age, risk tolerance and projected educational costs
  • Explaining tax credits and deductions that can defray education costs and the tax implications of education-related investment savings decisions
  • Recommending ways for the student to become involved in the planning process and contribute to the education fund
  • Keeping your plan updated to reflect changes in your employment situation, investment options, savings plans, financial-aid requirements and tax laws