College Funding

Our team can answer your questions and take the challenge out of juggling your retirement plan needs with your desire to provide a college education for your children. We can help setup a 529 Plan or review other more “Outside of the Box” funding strategies. With the soaring cost of a college education, this type of investment takes extensive planning. We will help you achieve the balance of contributing towards your children’s higher education, while not neglecting your other major financial goals – like your retirement.