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Education Planning

Your Personal Financial Concierge will work with you to tell you if your current savings strategy will cover your child's college expenses. Higher education comes with a high price tag, but it's an expense you can meet through proper planning. Let your personal financial concierge calculate college costs, evaluate funding options and create an education strategy tailored to your goals.

Options may include:

  • State-sponsored college savings plans (529s)
  • Education Savings Accounts
  • Traditional and Roth IRAs
  • Custodial accounts (UGMA/UTMA)
  • Education Trusts