College funding

They grow up fast, as the saying goes. With all of the activities and responsibilities of raising children, funding for college often doesn’t take immediate priority. Yet the sooner you start, the easier of a time you’ll have with it. That’s why we include college funding as a part of our financial planning process. We will discuss the various investment vehicles and account types available, to make sure you can take advantage of tax deferral. We’ll go through your income and expenditure plan to settle on an annual college savings amount that works for you and your family, and will help you to reach your long-term financial goals.