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<strong>PURPOSEFUL PLANNING</strong>


Education costs increase yearly.   Your children’s education – as well as your current and future lifestyle – depends on the wealth you build now.

We will help you put the financial foundation in place -whether it’s through a Coverdell Education Savings Account, 529 College Savings Plan, or a self-structured vehicle. We understand how important this part of your plan is to you.

“Trends in College Pricing 2019” as published by the CollegeBoard:

  • The median published tuition and fee price for full-time students attending public or private nonprofit four-year institutions in 2019-20 is $12,710.
  • Tuition and fees constitute 39% of the total budget for in-state students living on campus at public four-year institutions and 20% of the budget for public two-year college students who pay for off-campus housing.
  • Of 2015-16 bachelor’s degree (BA) recipients, 41% completed their degrees within four years of first enrolling in college; 59% finished within five years. For 16%, more than 10 years elapsed between starting college and completing a BA.

For the full publication or additional information, visit

Determine how much to invest annually to cover college costs.

College Savings Calculator

Review the types of financial aid that may be available:  grants, scholarships, work-study loans, etc.

Federal Student Aid