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College Savings Plan

Finding the right way to put money aside for education can be a challenge. That’s why it makes sense to talk with us. We’ll work with you to develop an objective plan designed specifically to pursue your needs. So you can help someone you care about take a big step forward in life.

We will work with you to explore a variety of saving and investing options, such as traditional savings accounts, tax-advantaged plans, and comprehensive strategies offered by our wealth management team. Then you’ll be ready to put your plan into action.

When you’re ready to start planning for a family member’s education, it makes sense to come to talk with us.

Here are some of the reasons why:

Thanks to our experience, we can make all the complex issues involved in education planning easy to understand.

  • We can help you explore and analyze a variety of education savings options, so you can choose the approach that’s right for you.
  • We can help you strike the appropriate balance between saving for an education and putting money aside for other important financial goals.
  • We take a collaborative approach to the development of your plan, so you can get information, guidance, and assistance from a team of professionals with a wide range of experience in financial planning and investing.

Here’s something else you’ll appreciate. When you work with us, you can count on objective guidance, outstanding personal service, and an unwavering commitment to help you work toward your goals.

You may wish to consider a Coverdell Education Savings Account

Coverdell Education Savings Accounts are specifically designed to help people save for a child’s college education. They often play an important role in education planning because they may provide valuable tax advantages along with the opportunity to earn dividends. Here are some of the key features:

  • Parents, grandparents, and legal guardians can open an account for their child or grandchild.
  • After the account is open, anyone can make deposits.
  • The maximum annual deposit total for each account is $2,000.
  • Withdrawals of both deposits and dividends are tax free when used for qualified educational expenses, including tuition, books, and supplies. In some cases, withdrawals can also be used for room and board.
To learn more about our services or to schedule an appointment:

We look forward to helping you plan for the future education of someone you care about.