Education Planning

Planning For A Bright Future.

Next to retirement, the biggest savings goal our clients typically have is, paying for their children’s education. Paying for your children’s and grandchildren’s education is an aspiring goal and meaningful contribution to their lives.

How We Help Clients

Provide guidance on navigating FASFA, grants and other forms of aid.

Review best college options based on the minor’s goals and the family budget.

Determine the best vehicle to use for education planning.

Develop an educational savings plan to support the savings for the child/grandchild needs.

Help navigate student loans.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.

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