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College Funding

Do you dream of your child or grandchild going to college? 

We will work with you to tell you if your current savings strategy may cover your child’s college expenses.  

Options Include

Higher education comes with a high price tag, but it’s an expense you can help meet through proper financial planning. Let us help you calculate college costs, evaluate funding options and create an education strategy tailored to your goals. 

Savings Options Include:

  • State-sponsored college savings plans (529s)
  • Education Savings Accounts
  • Traditional and Roth IRAs
  • Permanent Life Insurance
  • Custodial accounts (UGMA/UTMA)
  • Education Trusts
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