College Savings Plans

Planning for your child’s education is a major task. Not only is the cost of attending college higher than ever before and rising, but the need to begin saving usually starts early in a client’s career. This presents a complicated challenge of needing to save for college at the same time that most people are also saving for a home and for retirement.

There is a delicate balance between where to allocate money so that your children can attend college with your financial support and your personal financial needs (retirement, savings, debt repayment) are met as well. This is a perfect example of how a financial advisor can help navigate these decisions.

If you need someone to review your education plans and are looking for straightforward answers to your education savings questions, schedule a welcome meeting below. This initial meeting is a no-obligation chance for us to meet and discuss your concerns. We can meet locally here in Winston-Salem or we can speak over the phone. Either way, we look forward to meeting you.