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Education Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to determine if your education strategy is compatible with achieving your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy.

  • 529 Education Savings Plans
  • Coverdell Education Savings Accounts
  • UGMA and UTMA Accounts
  • EE Savings Bonds

As independent advisors, we are under no obligation to recommend any specific education savings programs or proprietary products of any type. Our only concern is which program best meets your needs.