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College planning

With the cost of higher education rising annually, saving for college is on every parent’s mind. There are several vehicles designed specifically for this, including state savings plans, prepared tuition plans, Coverdell education savings accounts, and custodial accounts. Each option offers different advantages and presents potential disadvantages.

We are here to help

Trying to decipher which college savings plan is right for you can be enormously challenging. We are here to help you determine which savings vehicle best fits your financial situation—and, most important, your family’s needs. We know that family members play a primary role in your life and in your financial decisions. That’s why we always keep them in mind when we work with you to manage your wealth.


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