529 education plans

“An investment in knowledge pays the best interest.”

– Benjamin Franklin

Whether you’ve established wealth already or are working towards funding an education for your children or grandchildren, you will want to know about a 529 Plan.

Also known as a Qualified Tuition Plan, this is a savings plan that helps save for future education costs such as college. In certain states, it can even be used earlier, for private and vocational schools.

We will work with you to determine the benefits of a 529 plan and how it fits into your overall financial planning strategy. Then we can help you set it up and manage it going forward.