Broker Check

Paving the Way

It’s without question, many parents dream of sending their child to college. Education savings plans can be confusing, and it’s important to have someone who can help you understand how your savings will affect your child’s or grandchild’s ability to qualify for financial aid, as well as the implications for your income, gift and estate tax situations. With the many education savings plans available, we can offer a solution that doesn’t interfere with your other wealth management goals.