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.

To speak with a Heartland Planning Associates representative, click here or visit any one of our local branches to schedule a free financial review. Want to access your secure online client portal to view investment account information on your computer, tablet or smartphone? Click here.

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