Education Planning

Do you have a plan to help your children succeed?

Help your children or grandchildren seek out educational opportunities that will help open doors. Getting the most out of your college savings plan can be tricky, but we’re here to help make sense of the myriad options and dilemmas that come with saving for higher education.

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Education Planning

Do you have a plan to help your children succeed?

Help your children or grandchildren seek out educational opportunities that will help open doors. Getting the most out of your college savings plan can be tricky, but we’re here to help make sense of the myriad options and dilemmas that come with saving for higher education.

College Costs

The net price of a college’s tuition and fees is different from the published price and is specific to each student. It’s the price for tuition and fees minus grants, scholarships and education tax benefits. We can help you figure out the net cost for college, taking all financial factors into consideration.

Financial Aid

You don’t have to navigate the deluge of financial aid paperwork and information on your own. We can help with guidance on the timing for financial aid applications and may be able to point you toward resources you might not know are available.

Financial Aid

You don’t have to navigate the deluge of financial aid paperwork and information on your own. We can help with guidance on the timing for financial aid applications and may be able to point you toward resources you might not know are available.

College Saving Options

When it comes to paying for a child’s education, saving is certainly cheaper than borrowing. We can help you figure out which method of education saving works best for your situation while also allowing you to continue with your own retirement planning.

Why Should You Enlist Our Help with Education Planning?

Education planning specific to your financial situation

Guidance on navigating financial aid options

Help with fitting education costs into your budget

College saving options advice to help guide your decisions 

How can I fit my kid’s college into my financial plan?

Answered by Senior Wealth Planner Beth Schanou