Education Planning

Education planning is an important part of a comprehensive financial plan. We help families evaluate education savings vehicles, funding strategies, and planning considerations based on their financial goals and circumstances.

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529 College Savings Plan

529 plans are tax-advantaged investment accounts designed to help save for qualified education expenses. They offer a range of investment options, and qualified withdrawals are generally federal income tax-free. We help families evaluate whether a 529 plan fits within their broader education funding and financial planning strategy.

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UTMA Custodial Accounts

UTMA custodial accounts allow assets to be invested on behalf of a minor and may be used for education or other expenses that benefit the child. Because these accounts become the child's property upon reaching the age of majority, we help families evaluate how custodial accounts may fit within their overall financial and education planning objectives.

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* Prior to investing in a 529 Plan, investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.