College Planning
Whether a loved one or you are planning a higher education or need to save for private schooling, we can help. Proper planning for college costs and arranging your financial affairs to maximize financial aid (yes, even those making six figures qualify for some types of financial aid) is essential to ensure that you are ready when the student is. We help you determine how much to save, how to allocate your money to various investments, select the proper investment vehicles, and maximize your tax benefits.