Education Planning

For anyone with children, one of the most important reasons to grow and preserve your wealth may be to prepare to fund their education.  Other than the purchase of real estate and saving for your own retirement, helping your child afford the ever-increasing cost of tuition will likely be the most significant decision of your lifetime.  However, preparing financially for children to go to college can be daunting, sometimes to the point of paralysis.  Planning early is the key to funding your child’s education.  Start now.

At Guidance Wealth, our goal is to help you plan and adequately prepare for these important decisions.

Our Education Financial Planning can provide the critical information needed to prepare for college expenses. An analysis can project future tuition expectations and determine the contributions needed to help reach that goal.  After a thorough discussion of objectives for an education funding account, we can present options for the most appropriate educational savings vehicle.