College Planning

Whether you are just entering into your career from college, or would like to start planning to help your children with college expenses, the cost for higher education should be strategically planned for. 

We believe that starting early is the best strategy to accumulate wealth for your future college expenses. With college tuition rates on the rise each year, a long term plan is crucial to providing relief for higher education expenses. Through innovative strategies and proactive tax planning, we help you lower the cost and avoid the mistakes that may cost you thousands in aid, scholarships, taxes and interest.

We will guide you on how to save for college expenses through some of the most beneficial tax-advantaged investement vehicles such as 529 College Savings plans, Coverdell Education accounts, amongst other strategies.