College Planning

There are many things to consider when determining which college savings plan is best for you or your family. We will work together to help you understand the different types of plans available such as:


  • College Savings Plan
  • Educational IRAs
  • UGMAs (Uniform Gift to Minors Account)
  • Coverdell Education Savings Account
  • Cash Value Life Insurance

Outpacing inflation is one of the main reasons to consider investing versus using a savings account to save for college expenses. Certain college savings plans should be considered because of the tax benefits they offer.

Together, we will develop a college savings strategy that fits your goals and investment objectives.