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COLLEGE PLANNING

"Together, we can make sure your child has an educational head-start by customizing your college savings strategy." - Keith Carter, Vice-President & COO

College costs are steadily increasing, so early college planning and saving is key to ensuring these costs are covered during your child's college career. Just like other investments, efficient college planning involves proven investment execution strategies that are tailored to your financial needs and objectives.

Whether your children are small, pre-teens, or college age, there are effective ways to save and prepare for college costs. Most importantly, college planning and saving is a process that you and your knowledgeable advisor can work together, ensuring the right investments are made at the right time. 

We understand the value you place on your child’s education and future. For this reason, we have the ability, resources and knowledge to make sure you plan and save in the right manor.


Don’t wait to start planning for your child’s educational future. Contact us now to learn more about the planning options available to you.


▪ 529 College Savings Plan
▪ Uniform Gifts to Minors Act (UGMA)
▪ Uniform Transfers to Minors Act (UTMA)