Broker Check

Education Planning


When your children are born, it seems like college is light years away.  For those of you with children already in school, you probably feel like college is just around the corner.  Financial aid and scholarships will only cover so much.  Investing in your children's future early can help to alleviate the “student loan trap” after graduation.  Discuss your options for education planning with your Advisor.

  • 529 Plans  
  • UGMAs and UTMAs
  • Coverdell Accounts
  • Inflation Protected College Savings
  • Custodial/Minor Accounts