Education Planning

Funding goals for higher education

Confidence in your preparation is one of the keys to a comprehensive, long-term education plan. We strive to build your confidence as we walk you through the many ways to save, invest and prepare for the ever-increasing cost of higher education. Not only can we help you choose appropriate savings vehicles, but we can also help you determine how much you need to save to accomplish your funding goal.

Areas of discussion include:

  • 529 plans*
  • Custodial Accounts
  • Education Savings Accounts*

*We do not provide tax advice. Please consult your tax advisor.

Ready to get started? Give us a call today for a free financial review, or fill out our contact form here. We are ready to provide you with personalized guidance that is relatable, no matter what your experience level is now. Central Ohio/Home Office: (614) 392-5303 or Greater Cincinnati Office: (859) 916-7343.

The greatest gift of all is the gift that keeps on giving...a Gift of Planning