College Financial Planning

Planning

Take the Worry Out of the Cost of College

Preparing for college is an exciting time, but the cost of education can be a concern for many. Financial planning for college sets the stage for your academic dreams to become a reality. Taking steps to plan ahead for college expenses can help reduce your overall out-of-pocket contributions.

College Financial Planning Services Include:

Evaluating savings and investment products and programs to maximize your return.
Planning for tax implications and possible benefits.
Providing financial organization and expense management strategies.
Making projections for tuition, fees, room and board, and other expenses.
Evaluating programs to limit tuition expenses.
Planning post-college budget and student loan payoff.

We would love to help you make plans and undertake the actions required to fund your loved one’s college education.

Happy Graduate Student Embracing Her Father

Financial Planning

Is College Financial Planning for Me?

We often hear this question—who should work with a financial advisor when preparing to fund a loved ones’ education? The answer is anyone who wants to be ready to meet the ever-rising costs of college tuition and living expenses.

We work with individuals and couples of all ages and life situations, helping them achieve their dreams. Whether that’s early retirement, enough money to pay for your children’s college, or the desire to leave behind enough to care for loved ones, we’re here to make your dreams a reality.

Loans for College

Interested in college loans as an option to help cover the cost of your education? We've partnered with College AVE to offer private student loan options for college students or parents of college students. It's quick and easy to apply online.

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Student Loans

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Checking Accounts for College Students

*Securities offered through OSAIC INSTITUTIONS, INC. Member FINRA / SIPC. Osaic Institutions and the bank are not affiliated.

NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

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