Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with achieving your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.
Since we’re an independent firm, we’re under no pressure to recommend proprietary education savings programs or investment products. Our only concern is recommending the 529 plan or other type of program that best meets your needs.
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Whether you're seeking to establish a new relationship with an advisor who puts your interests first, or are simply seeking a second opinion, we will always welcome your inquiries. Schedule a consultation with one of our advisors today.Schedule