Planning for your children’s education is a complicated subject that has many variables, some of which are out of your control. Much like retirement planning, saving for education is only half the battle. There are many considerations once your child reaches college age as timing of when and how funds are withdrawn can have a negative impact on financial aid.

It’s important to remain flexible when planning for education expenses. We will discuss what support you want to provide your child(ren), how to best approach saving, and how to best distribute (spend) the assets once you child is in need of the funds.