Education Planning

Funding goals for higher education

Confidence in your preparation is the key to a strong, 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 today. 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*
  • Education Savings Accounts*
  • Financial Aid Impact

*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.

Broker Check

Investment and insurance services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC . Heartland Planning Associates is a trade name of the bank. Infinex is not affiliated with the bank. Products and services available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed by, any bank or bank affiliate. These products are subject to investment risk, including the loss of value.