Education Planning New York
Education Planning

Providing for your child's education is one of the most important (and expensive) goals facing many families. Whether for college, graduate school, or private school for children at earlier ages, education costs are high, and they are only going higher. Throughout our financial planning process, we will work with you to define your goals for education funding, identify all available resources, and then develop an investment plan to meet those goals. This can include the use of custodial accounts, trust accounts, gifting from relatives, 529 state-sponsored education savings plans, and other tax-advantaged savings vehicles.