Education Planning

Investing in your child or grandchild’s education can be a rewarding and fulfilling accomplishment. In addition to the traditional methods of saving for college, there are now state sponsored college savings programs (529 Plans) and Coverdell education savings accounts available. We can help navigate the options and choose a solution that best suits your needs.

What is a 529 Plan

Named for Section 529 of the Internal Revenue Code, these plans help individuals and families save for college in a tax-advantaged way


Some of the benefits of a 529 Plan include: tax-deferred account growth, distributions for qualified educational expenses are federal tax-free, account holder maintains control over assets and distributions, and gift and estate tax benefits.

Qualified expenses include tuition, fees, room and board, books and other supplies needed to attend an institution of higher education. A 10% federal penalty on earnings will apply if you receive a non-qualified withdrawal. Before investing in a state specific 529 plan, you should compare your own state's qualified tuition program and any state tax or other advantages it may provide.

Complimentary Meeting

We offer a complimentary, no obligation exploratory meeting. The 30 minute appointment will enable you to talk with a professional about your financial goals and objectives and determine if we are a proper fit for your needs.

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