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College Planning

One of the most important legacies our clients pursue is supporting the education needs of their children and grandchildren. While many programs exist for families seeking to fund future college and other higher education expenses, 529 Education Savings Plans can be a good choice for families seeking to set aside funds for education expenses on a tax-deferred basis. 

Earnings in a 529 plan are not subject to federal tax, and generally not subject to state tax when used for the qualified education expenses of the designated beneficiary. Contributions to a 529 plan, however, are not deductible.*

As independent advisors, we are under no pressure to recommend specific education savings programs or proprietary products of any type. Our only concern is which program best meets your needs.

Contact Us to find out if a 529 Plan is the right choice for your college planning needs.


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