Broker Check

Education Funding

With more students graduating from college with thousands of dollars in student loan debt, funding an education can be one of the most impactful investments you can make. No matter how much time you have before the first tuition payment is due, we can help you plan for funding education in a way that makes the most sense for you and your family.

Understanding Where You Are

  • Who is the education for?
  • Is your student eligible for merit- or need-based aid?
  • How much of the education do you want to pay for?
  • How long before your funds are needed?
  • How does this goal impact your other financial goals?

Creating a Plan

  • Determining the best plan based on your timeline?
  • Identifying best-fit funding vehicles
  • Examining strategies that can maximize your gift while minimizing its impact on your taxes

Evaluating Your Plan's Performance

  • Reviewing the performance of your funding vehicle(s)
  • Benchmarking your progress against goal

Have a Question?

Thank you!