Utah Education Planning | College Savings Financial Advisors | Net Worth

Education Planning

College Financial Planning - Utah Fee-Only Financial Advisors

Proper planning for college costs and arranging your financial affairs to maximize financial assets is essential to ensure you are ready when your student is. We explore a variety of options to help clients fund their children’s education. This may include 529 plans, Coverdell Education Savings Accounts, custodial accounts, Education Savings Bonds and other parental investing plans. Due to the rapidly escalating cost of tuition, special attention is given to cost projections utilizing various inflation rates. Further, we have the ability to identify both in-state and out-of-state tuition rates and housing costs for universities across the country. After anticipating all costs, we determine a savings schedule that will enable our clients to achieve these educational goals.

To schedule a free consultation with one of our education planning advisors, please contact us by phone or fill our our online form, found here.