Tuition, room and board at the nation’s best colleges and universities can easily top $60,000 per year. So, how do you save enough to pay for a quality education when a four-year degree can cost nearly a quarter of a million dollars?
We understand that each student and family’s situation is unique. Having a professional advisor by your side helps relieve the stress on everybody involved in the financial planning process for education.
A place to start
As always, we begin the college financial process by looking at how much you may actually need. For example, if your daughter is in 7th grade, we’ll show you how much you can expect to pay for college by the time she’s ready to graduate high school. Once we determine what you need, we can talk with you about how proper planning today may help you in the future. Most importantly, we will review the many options you have when it comes to saving for future educational expenses, including:
- 529 plans
- Coverdell ESAs (Education Savings Accounts)
- UGMA / UTMA custodial accounts
Whether you’ve already decided on the Ivy League, or you just want to know what you can afford, we can answer your questions about paying for college, and show you how to give your loved ones the education they deserve.
College Assistance Program (CAP)
The college planning process can be a confusing one — especially if it’s your first time through. Our College Assistance Program (CAP) was built educate your family, answer questions and eliminate the confusion of the college planning process.