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Education Planning

Education expenses are notorious for increasing at a higher rate than the consumer price index (CPI) a measure of inflation. There are a variety of tools available such as 529 Plans, Coverdell Accounts, Prepaid Tuition Plans, Custodial Accounts, Savings Bonds, Savings Accounts, Trusts, or Financial Aid. Each are different and knowing how to navigate this process can save money and taxes. We are well versed in these different tools and can guide you through this process for solutions that meet your needs.

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