Education Planning

Oftentimes our clients have younger children for whom they would like to build savings for education-related costs in the future, such as high school and college.

We work with our clients to build a savings approach and recommend various college funding strategies, including the use of 529 accounts, UTMAs/UGMAs, college loans, and other investment/trust accounts.

We attempt to align the investment methodology and risk of our education accounts to the timing of withdrawals for education funding needs.