About College Planning

As in everything, the earlier you plan the better. The financing of college education can be one of the largest wealth transfers during a parent's lifetime and for the student the financial impact can easily exceed $1,000,000.00.

Without all the information and options a family could ultimately end up paying more for their child's education than necessary. Our job is to make sure you understand all the options and help come to a decision as to what is right for your family. This can be an overwhelming process with a variety of questions racing through your mind.

My goal is to help you answer those questions and give you confidence in sending your child off to college. Come in for a complimentary conversation; let’s see how I can help you.