Service overview

Education planning is the strategic planning for how to fund educational expenses such as tuition, books, and living costs as efficiently as possible. It begins with defining the education goals you have for your children, considering factors like the type of schooling, where it is located, and potential future career paths. As tuition costs continue to increase, having a plan and saving early is essential.

Through the use of tax advantaged options such as 529 savings plans and education savings accounts your education savings can grow tax-free for qualified education expenses. It's essential to consider the impact of educational expenses on your overall financial plan, balancing the need for education funding with other financial goals. Regularly reviewing and adjusting your education plan ensures it remains aligned with your goals and financial situation.

Key benefits