Education Planning
Links to Other Services We Offer
Retirement Planning
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Education Planning
Emergency
Planning - Investment Strategies
Tax Planning
- Income Protection
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Estate Planning
Budget Analysis & Debt Management
The Education
Years
There are many complex financial aid, tax,
and investment issues with education planning. In some ways,
it is much more difficult to prepare for a child's education
than your retirement or estate plan. We navigate
these difficult issues for you so your educational goals
become reality.
Education Plans
We specialize in education planning with a
comprehensive analysis of your goals for your children’s
education based upon Liberty’s proprietary education
planning model, including primary, secondary, and college
education through public, private, or home schools. We
review multiple scenarios to show you how much you should be
saving for education needs, the amount required to meet your
education goals, and how to position yourself to take
advantage of financial aid programs and various tax
incentives. The result is a finely tuned plan to achieve
your education goals.
Education Portfolio
This service provides a detailed plan of the
recommended investment strategy to achieve your education
goals. Each education account or source of funds is
considered individually and coordinated into one
comprehensive master plan, including among siblings as
appropriate. We review which education accounts are best for
you, where you should hold those accounts, the amounts you
should contribute to each, and the specific investments you
should make in each account given your tax situation, risk
tolerance, and diversification needs. All investment
recommendations are fully explained. Detailed instructions
are provided to implement your education portfolio in a
convenient, cost-effective manner.
We work with you to achieve your financial goals, whether you have just one
question or want a complete financial plan. Call us today to
see how we can serve you.
We
appreciate your business!
