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College Planning

Before parents decide to pay for most or all of their child's higher education, they should meet with a financial planner and make a budget plan to ensure they can afford the many expenses associated with pursuing a college degree.  Our private wealth managers will analyze your situation and determine which investment vehicles (529 plans, Coverdell Savings Accounts, tax-free withdrawals from a life insurance policy, UTMA accounts, etc.) are best for your financial situation.  

Contact us today for a review of your college savings plan.