117 Things We Do for Our Clients Number 33 -Help with College Planning and Financial Aid

We help families figure out the best ways to save for college without breaking the bank. Our team walks you through tax-smart options like 529 plans and other education savings accounts, making sure your money grows as efficiently as possible.

We'll crunch the numbers on what college might actually cost and help you build a realistic plan to get there. We also help you decide on your family's approach—do you want to cover everything, split the costs, or have your kids pitch in with loans and part-time jobs?

Here's something cool: good college savings strategies can actually help you save more for retirement too. We'll show you how that works and help you take advantage of it.

We also help you navigate the confusing world of financial aid requirements and avoid common mistakes that could cost you.

Bottom line: we want your kids to get a great education without derailing your financial future. It's totally doable with the right plan.

*To see the whole list of "117 Things" in progress, click here.