Comprehensive Financial Planning
services


Financial Planning
for physicians


Education Planning

Am I saving enough for my child's college education?

Will I qualify for financial aid?

How do I strive to get the maximum tax deductions and credits I am entitled to for my child's tuition and loan costs?

We help you understand all the options available for college savings plans. Not all savings vehicles are equal, and there are many tax-advantaged accounts that can help you grow your child's tuition dollars faster. There are even plans available where you can lock in future college payments at today's rates. Education planning should be an important part of any parent's financial strategy.

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