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Education Planning
Every child dreams about what they will be when they grow up, and a college education can be the most important factor in that dream becoming a reality. The available education planning choices can be confusing, and it is important that you have someone helping you who understands how your savings will affect your child’s or grandchild’s ability to qualify for financial aid, as well as the implications for your income, gift, and estate tax situation.
How We Can Help You
As your Advisor, we can help you identify how much money you need to send your children or grandchildren to college, determine how much you need to save, and how this dedicated investment fits with your overall investment management plan. By working with us, you can create an education plan that does not compromise your progress in the other wealth management issues or your tax situation.
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