The Art of Wealth Management

Education Planning   

Cost analysis

Unpleasant surprises are far too common when it comes to education expenses. We’ll help you avoid this by compiling a detailed, year-by-year cash flow analysis regarding public or private college costs for your children or grandchildren, so you can plan intelligently for their future.

529 accounts

Each state has its own set of rules regarding these tax-advantaged education investment vehicles, which can make these plans confusing. But, 529 plans offer potentially significant benefits. We’ll help you sort through your choices so you can take maximum advantage of these plans.