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Education Planning

Three Bearings Fiduciary Advisors will help you place education planning needs in the correct context with your other savings demands, e.g., retirement planning, so that a proper amount of money is allocated to educational funds.

This may involve setting up individual accounts for your children/grandchildren. Alternatively, your circumstances and tax considerations may dictate avoiding setting up individual educational accounts.

Our professional CFP skilled in Education Planning, are prepared to discuss the latest education planning opportunities with Section 529 Education Savings Plans, as well as Coverdell Education Savings Accounts. We will help you design an investment and savings strategy around your income, taking advantage of tax savings opportunities, while keeping your retirement objectives in mind.

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