Preparing for your child’s future can be a daunting task. Our goal is to support you in finding the most suitable ways to finance your child’s college education. We offer guidance on various aspects, including Financial Aid, Funding, Qualified Accounts, and Tax Planning. Take a moment to consider the important questions highlighted in our checklist titled “What Issues Should I Consider to Fund My Child’s College Education?”
If you answer “YES” to any of these questions, be sure to consult with your accountant and your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.