Whether you are a parent or a grandparent, you may consider being able to assist your children or grandchildren toward quality elementary, secondary and college educations an important financial goal. As tuition costs increase, starting to save for education is key.
At Bill Few Associates, our education planning advisors can project educational costs for public and private institutions, then recommend savings plans and investment vehicles that would be best for you to meet your goals.
The good news is, there are many educational and college savings plans available to help you get started. Some of the educational savings plans we often review with our clients are 529 college savings plans, Coverdell Education Savings Accounts (CESA), Custodial Accounts (UTMA), and education IRAs.
Our Planning Process
We’ll be with you every step of the way.
We get to know you and your lifestyle and evaluate your financial situation.
We identify and explain the opportunities for your personalized plan.
Create your plan, and together put the plan into action.
Meet regularly to make sure your plan is on track.
Getting started is easy.
Important: The security of electronic mail sent through the Internet is not guaranteed. Bill Few Associates therefore recommends you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is also not guaranteed. Therefore, Bill Few Associates will not accept time-sensitive or action-oriented messages sent to us via electronic mail, including authorization to “buy” or “sell” a security or instructions to conduct any other financial transaction. Such requests, orders or instructions will not be processed.