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Education Planning

Enjoy the adventure of higher learning

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Education Planning

Setting aside funds for the education of your family is important.  We discuss the pros and cons of 529 College Savings Plans, Educational Savings Accounts, Roth IRA’s, Unified Transfers to Minor accounts and general savings.  As with any financial goal, we help formulate plans based on needs and resources for providing realistic support for education.

Our job is to provide you with the knowledge that makes completing a college education an exciting and pleasant adventure.

We have the answers

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