Your educational goals and funding philosophy are unique to you. Will your kids take out student loans or work during college? Will they want to attend a public university or private college? Do you want to pay for 100% of tuition or just a portion? Important questions like these help to determine your overall educational budget and how it fits into your financial picture. From there, we’ll work with you to craft a plan that ensures your students get the education they need, without raiding your retirement resources. There’s a lot more to college financing than the standard 529 plan. A wide range of vehicles exist to ensure you’re doing the best you can with your educational funding. We help families like yours prepare for college expenses by determining where tax dollars can be saved efficiently, how much can be afforded, and positioning assets to maximize potential financial aid. Together, we’ll create smart, customized plans that take into account your total portfolio, not just what’s going into your 529.
When it comes to education funding advice, we’ve done our homework. If saving for college is an important goal for your family, please contact us. We’re always happy to help.
Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.
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