Education Planning

The best investment you will ever make will be in the education you provide to a loved one.

Whether for your own children, or possibly your grandchildren, our belief is that the best investment you’ll ever make is the investment you make in a loved one’s education. College costs increase each and every year, and the numbers are staggering when you project out 18-years. Setting aside money to cover these costs is something that should be done separately and independent from your other investment and planning strategies. Our education planning reports provide you with a detailed “all-in” cost analysis of in-state, out-of-state, and private universities of your choice. Then we work with you to implement the plan in the most tax-efficient manner.

Epic Insights

My Spouse Passed Away What Do I Do?
Apr 22, 2024

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.

Do I Need Critical Illness Insurance?
Apr 19, 2024

Ever hear of critical illness insurance? This isn’t standard-issue disability insurance, but a cousin of sorts. With people living longer, it is a risk management option entering more people’s lives.

Middle East Conflict: How Do Stocks React to Geopolitical Shocks?
Apr 17, 2024

Following Iran’s missile and drone strikes on Israel over the weekend and the apparent escalation likely in any Israeli response, stocks fell sharply during Monday’s trading session. We examine the latest developments in the Middle East conflict, how stocks have reacted historically to geopolitical events, and the possible impact on markets moving forward.

Insights + Resources >