PREPARATION FOR LIFE

Saving for higher education should begin in early childhood, developing a strategy should start with high school. Paying for college, university or technical school for the students you love can be challenging. We recommend starting early to provide adequate resources later on, allowing you to focus on preparing your student for life’s exciting road ahead. We can provide you with advice on the various account types and investment options available to you.

It is very important that you understand the rules for education funding and how family and student assets impact financial aid. Families need to realize that schools are businesses and that scholarships are simply discounts negotiated off the "retail" price. Knowledge of how to develop a strong position from which to negotiate is essential to reduce family out-of-pocket costs and to provide for as debt-free an education as possible.