Broker Check


College costs have skyrocketed in recent years, making it difficult for many families to adequately prepare for these expenses. As part of our financial planning service, we provide guidance on the costs for individual colleges along with a plan to accumulate the resources to pay for college or private education.

The 529 College Savings plans have become popular over the years as an investment vehicle for your child’s education. These plans allow you to use your savings to pay for tuition, fees, books, and room & board at accredited colleges, universities, and vocational/trade schools. Starting in 2019, 529 plans may be used to pay for private education for grades K-12, with some limitations. 

*Prior to investing in a 529 plan, investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.