College Fund Planning
It’s no secret that costs at all colleges continue to rise. If giving your children or grandchildren a head start on college tuition is one of your financial goals, we can help. We are specialists in 529 Plans, but there are many other options as well:
- Uniform Gift to Minors Act alternatives
- Uniform Transfers to Minors Act alternatives
- Gifting strategies
- Education IRA
We look at your total financial picture to develop a customized investment approach that’s best for each child you want to help.