EDUCATION
Tuition costs and related expenses like room and board, books, and meal plans are expensive and student loans are a burden after graduation. Saving and investing early for your child can make college education much more affordable. We have strategies that make the college planning process more financially manageable.
ACCOUNT TYPES
We support education savings and custodial accounts.
INVESTMENTS AND TAXES
Education savings accounts offer both tax and investment compounding benefits. We evaluate your unique financial situation and provide disciplined long-term investment strategies.
ADDITIONAL SERVICES
Aside from managing your investments, we have answers to your general education planning questions and have connections at local colleges. We cover networking, applications, the athlete recruitment process, and more.