Many begin thinking about college funding and how best to save, but few actually spend the necessary time to build and implement a good strategy.  Time is your best asset and the sooner you start, the better off you are.  Our independence allows us to provide the best savings plans based on the circumstances and not focus on products, but rather solutions.  We want to have the proper discussion in regard to saving for college as these costs are increasing at much higher rates than inflation.   We aim to define the proper goal and build the plan using the appropriate strategy which may include:

• Financial Aid/ Grants – if available
• Loan options
• 529 Savings Plans
• Uniform Transfer to Minor Accounts (UTMA)
• Taxable accounts
• Cost projections