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Education Planning

Education Planning

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Preparing for the Investment in Your Children’s Education

How do I plan for the future college costs of my children? Should I be using a 529 plan? What states offer the best 529 plan options for me? How do I talk to my kids about private vs. public college costs?

Planning for your children’s education is probably one of the most important goals you will have as a parent. For our clients with younger children or grandchildren, these are all critical questions where having an advisor is a wonderful benefit. We help you figure out these answers and ensure that your financial plan includes the steps needed to reach your goals so that you will be ready for the next stage of your child or grandchild’s educational growth. There are many factors to consider when selecting a college savings plan. As with any savings goal, individual factors such as time horizon, risk comfort, investment preferences, and tax situation need to be considered and weighed in order to select the most suitable savings plan. Educational planning involves forecasting the educational needs of your family and designing an investment strategy that specifically addresses those needs.

Working together, we can examine college investment options to build a personalized portfolio that takes into consideration your financial goals, risk comfort, and timeline.

Read more about 529 plans in a blog written by one of our Principals

Ready to Plan for the High Cost of College?

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DISTRICT OF COLUMBIA

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TENNESSEE

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Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
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  • Clients
  • Diversity
  • Community
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  • Locations

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  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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