Broker Check

College planning can be quite a journey, make sure you're prepared. 

Will your current portfolio meet your future needs of financing one or more educations? 

Are there any tax advantages to college planning?

What are the tax implications of your present investments? 

If you’re not sure about the answers, it may be time to consider an objective evaluation.

There are numerous saving instruments that can be used as resources for planning for your child’s education funding.  Additionally, there are various sources of financial aid available and tax benefits for education.  PlanVest Financial can help you evaluate and plan for the gift of a great education for all your children or grandchildren.  

Education Planning Content

Retirement Savings for College?

Retirement Savings for College?

Three things to consider before dipping into retirement savings to pay for college.

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Head Start on College Savings

Head Start on College Savings

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

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