Planning for a child’s future

Planning for a child’s future

Say you’re a young family. The day when your kids leave the nest is still a long way off, but you know it’s better to start planning sooner rather than later – especially when you have much more than college to plan for.


We’d start by helping you clearly define and order your priorities. For instance, if you place a high emphasis on college, that may come first followed by saving for retirement and your other long-term goals. Next, our team would help you develop a savings strategy centered on planning for education, which in the long run might require you and your spouse to work longer or delay retirement. Then we would help you examine the available options and open the accounts that best suit your purposes.

To learn more about how we help you plan for your child’s or grandchild’s future, contact us today.

  • 529 College Savings Plan
  • UGMA/UTMA Custodial Accounts