Broker Check

Education Planning*

Every child thinks about what they will be when they grow up – a college education can be an important factor in that dream becoming a reality. Available education planning choices can be confusing. It is important that you have someone helping you understand how your savings can affect financial aid qualifications as well as the implications for your income, gift or estate tax situation. 

How We Help 

We can identify how much you need to send your children or grandchildren to college, determine how much you need to save and how that investment fits into your overall investment management plan. By working with us, you can create an education plan that does not compromise your progress in other financial goals or your tax situation.

*These services are offered by Sarah Reames through her affiliation with Cambridge Investment Research 

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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