What We Can Do For You

We’ll help you take the guess-work out of planning for future educational needs – whether it’s for yourself or for a family member. We do this by creating a forward-looking financial plan of estimated education costs and expenditure. Our team will help you put tax-advantaged strategies in place that are in accordance with a myriad of Federal and State laws.  

• 529 Plans: Also called “qualified tuition plans”, these are state or educational institution-sponsored tax-advantaged savings vehicles meant to encourage individuals and families to save for the future education costs of a beneficiary (child, grandchild)

*529 College Savings Plans

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing.

Investors should also consider whether the investor's or beneficiary's home state offers any state tax or other benefits available only from that state's 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investing in any state's 529 Plan.