Education Planning

As parents, we all want our children to have the best possible future and education plays a crucial role in shaping that future. Education planning is essential because it ensures that your children will have access to a quality education that will open doors to new opportunities, broaden their perspectives and help them discover their passions.

While navigating this arena can seem like a daunting task, we’re here to help! We’ll help you establish a budget, explore the various investment vehicles available and put together a diversified investment portfolio using evidence-based investing. Below are a few available investment vehicles you should be aware of:

• 529 College Savings Plans
• Coverdell Accounts
• Custodial Accounts
• UGMA/ UTMA Accounts
• Standard brokerage account