EDUCATION PLANNING


Want to give your kids or grandkids the education you would like for them to have? Whether your children are in grade school or high school, you want what’s best for them and their education. Costs for education have skyrocketed over the years and will only continue to rise. If you’re thinking private school or talking about college, now is the time to prepare. There are several options out there to help with whichever area of education you and your family choose, from programs that could get Federal and state tax-free growth, to ways of lowering your overall estate taxes. Let’s set up a plan to help fund that education need while still saving for all the other things in life.


Let’s schedule a time to discuss