Education Planning
Education Planning
The journey of higher education requires thoughtful planning and strategic decision-making. Our Education Planning Services can help you make the most of your child’s pre-college years to financially prepare for their higher education needs. We’ll consider your planned funding requirements, explore available education savings tools, and create a tax-efficient education investment plan that aligns with your and your child’s aspirations.
Plan Today for Tomorrow’s Success
The best education plans start early, maximizing caps on annual tax benefits and taking advantage of the long-term effect of compounding interest. No matter how young your children or grandchildren are, the sooner you start, the bigger your impact will be. Working with your timeline, we can help you create a plan that gets the most out of your investment.
Choose the Right Investment Vehicle for Your Needs
From tax-advantaged plans to custodial accounts, we can help you unravel the complexities and choose the tools that best suit your family’s unique needs and financial objectives. When you meet with us, we’ll discuss the benefits and features of common investment vehicles including 529 Plans, Coverdell ESAs, and UGMA/UTMA Custodial Accounts to help you make informed choices that best align with your educational savings goals.
Secure Your Child’s Academic Future with Strategic Education Planning
Prudent financial planning for education expenses can ensure that your children or grandchildren can receive a quality education—without being sidled with academic debt. At Cogent Private Wealth, we can help you navigate the many tools and strategies available to you to provide the gift of education for a loved one, maximizing time and tax incentives to make every dollar count.
Make an appointment with a planner today to see what we can do for you.
Preparing for future success
The average cost of college tuition in the U.S. has more than tripled over the last 58 years.
Source: Nces.com
