College Planning

College Planning


Saving for your child’s college education can seem like an impossible goal. Of course the earlier you start saving, the better, but with so many options, it can be a confusing task.

We can assist with early stage savings and late stage planning, whether you need minimal guidance or a comprehisve plan, we're here to help you every step of the way.



Our Features

We offer a wide range of concepts to both save for and save on College

Guaranteed Growth

Our concepts help with assuring guaranteed growth, while eliminating risk of loss savings. This allows for a predictable future savings amount that you can count on.

FAFSA Exempt

A key benefit of our concepts and products are that they are exempt from being disclosed on the FAFSA application. This allows you to show less in assets, that in turn will open option to more funding.

Tax Advantage

As part of the overall concept, leveraging tax advantage accounts allows for increase account value, as taxes are known to deplete such values.

Cost Effective

We are mindful of the costs associated with College, therefore our concepts provide an easy price point as well as the ability to continue saving within our products in the event that your Student decides not to attend College.

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