Education Planning

Pursuit Wealth Management

Plan for your child’s or grandchild’s education.

Higher education costs are on the rise and most graduates are leaving college with extreme levels of student loan debt. Planning for your child’s or grandchild’s education will help ensure that they will have the funds needed to pay for their higher education expenses.

There are many factors to take into consideration, including time horizon, tax situation, risk tolerance. There are also several savings strategies available – 529 Plans, Coverdell Education, Savings Accounts and Gifting.

Through the financial planning process, we can help you understand each option and which might be the best fit for you and your family.

Schedule Your Complementary Review