Education Planning

Your Education Goals
Parents have a deep desire to see their children grow up to succeed in adult life. Education is usually the foundation to turn that goal into reality with a college degree being the centerpiece. It’s an expensive undertaking. On top of that, there are many complex financial aid, tax, and investment issues that come into play. Not every family can, or wants, to cover all of the cost of higher education, but everyone want to make the most of their opportunities.
Liberty specializes in education planning with a comprehensive analysis of your education goals based upon our proprietary education planning model, including primary, secondary, and college education through public, private, or home schools. We are fully equipped to help you every step of the way.

A Defined Window of Time
Education planning occurs within a defined window of time — usually 20 years or less. Thus, the margin for error is much less when tackling these key issues.

  • How much might college cost?
  • How much should you be saving for education?
  • Which types of education investment accounts are best for you?
  • How can you take advantage of financial aid if applicable?
  • How can you take advantage of various tax credits if applicable?

Waiting to address these issues until you complete a FAFSA form for the first time is not a good strategy. Plan now so you know where you’re heading and how to get there.

Getting Results
Understanding the above issues and addressing them effectively is crucial to making your education savings and investment decisions. Without a detailed plan you are investing blindly and hoping everything works out. That’s a recipe for disaster, not success. Liberty is in the business of helping clients succeed. We work with you to achieve your financial life goals. Call us today to see how we can serve you.

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