"Today's options for funding college accounts can be quite complex.
What if you could prepare your children for college without the restrictions,
Limited options and tax consequence of a traditional 529 plan?"
Provide your child with the ultimate gift for college: the foundation of financial success. We specialize in providing your college bound student with the gift of insurance planning that will provide them with the absolute greatest options and benefits not only while they are in college, but for many years thereafter.
Planning for education costs
Let’s take a look at some scary numbers. The average child graduates college with 88k in debt and in most cases no solid financial platform to start the retirement building process. Employers are increasingly less involved in retirement planning and Social Security is expected to be insolvent by 2026, so it is critical that we prepare our children for life beyond their college years. We specialize in successfully structuring risk-free, tax-free strategies to create the greatest opportunity for children’s success.
Coming Soon! The New Rules of College Planning book to be released August 2018. Contact us to order your FREE copy!