Education Savings Planning
The thought of saving for a child’s education, whether it be private school or college, can be overwhelming to many parents. With so much money to save, so many options to choose from and a relatively short time to save it, parents sometimes take the road of inaction, rather than travel down an unknown or unfamiliar path. At Peabody Wealth Advisors, we recognize the challenges you are facing and want to guide you down the right path. We sit down with our clients, find out what is important to you and then come up with a plan to help address your needs. We look at your family goals, the pros and cons of each strategy and then deliver the information in a clear and concise manner that allows you to make an educated decision on the optimal path to choose. Once you have made your decision, we will be your tour guide on the path and will help to adjust the plan based on changes in your individual situation, changes in the marketplace or changes in tax law.
Our areas of experience include:
- 529 College Savings Plans
- UTMA/UGMA Accounts
- Coverdell Education Savings Accounts
- Roth IRA’s
- Life Insurance - Risk Management
Contact us today to get started on saving for your child’s future!