College Planning

College planning is a process that includes a variety of factors – all of which can seem overwhelming at times. It doesn’t have to be that way! At Stocks & Taxes Financial Services*, we can assist you and your family with guidance and support from the day your child is born through the college years and beyond.

Saving for College

Starting early is the key to accumulating the funds necessary for a college education.  We can help you evaluate options that combine tax advantages, flexibility and your overall investment needs.

Paying for College

As the cost of college continues to rise, many families turn to a variety of strategies to pay for their student’s education.  These may include savings as well as borrowing and financial aid.  Our Financial Consultant can help you evaluate your family’s resources and provide guidance on balancing education goals with other financial goals, such as retirement.