Education Planning

Education Management & Investment | James T. Borello & Co

Making College Affordable

The cost of a college education increases every year. The earlier you start saving, the easier it will be to pay for your child’s education. Choosing how to save for your child’s education can be challenging given the different options and benefits. You have several options when it comes to saving for your child’s education including traditional investment accounts and 529 College Plans. We will ascertain the best plan for you.

We’ll start by examining your current financial situation and your long-term objectives to devise your ideal college investing strategy. With our expertise in tax planning, we can also help design an education savings plan that could potentially lower income and estate taxes.

Contact us to speak with an experience financial consultant.