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Education Planning*

Every child dreams about what they will be when they grow up, and a college education can be the most important factor in that dream becoming a reality. The available education planning choices can be confusing, and it is important that you have someone helping you who understands how your savings will affect you child's or grandchild's ability to qualify for financial aid, as well as the implications for your income, gift, and estate tax situation.

How I Can Help You

As your Advisor, I can help you identify how much money you need to send your children or grandchildren to college, determine how much you need to save, and how this dedicated investment fits with your overall investment management plan. By working with me, you can create an education plan that does not compromise your progress in the other wealth management issues or your tax situation. 

* These services are offered by Annamarie Kershaw through her affiliation with HD Vest Investment Services SM and HD Vest Advisory Services SM.