Broker Check

Education Planning

Private schools, college and post-graduate costs continue to outpace average inflation – and this trend shows no signs of abating.

Since 1985, the inflation rate for higher education has more than quadrupled the general rate of inflation (115% vs. 500%). That’s why constructing an Education Plan early, funding it consistently, and investing assets wisely is more important than ever, regardless of whether you’re planning for your children to attend a public or private university, or have hopes for a private school education before college.

We’ll help you craft a plan that:

  • Starts with your vision of education
  • Considers your current cash flow and lifestyle needs
  • Identifies your best tax-advantaged savings vehicles
  • Leverages education-related tax deductions & credits
  • Explore additional sources funding 
  • Considers your time horizon with respect to investment strategy

Have a Question?

Thank you!