Education Planning Services

Providing for your child’s or grandchild’s college education will probably be one of the most significant investments you make. While a college degree is widely recognized as the basic foundation for a successful career, the cost of that degree is staggering. Don’t let the significance of the amount you need to save prevent you from attempting to achieve this goal. Williamson's Tax & Financial Services offers a range of options to provide for near-term, middle-term and long-term educational opportunities.

To help you in this process, we offer an education planning service. In this process we will:

  • Review your objectives for your children’s college education.
  • Forecast future costs for the college you want to send your child to.
  • Estimate how much you need to invest annually to meet that goal.
  • Analyze available resources for this goal. This can involve selection from a variety of investment vehicles as well as other strategies.

Start early. Use time and the power of compounding to your advantage. Now is the time to be planning for your family's future. Most states offer their own 529 programs which may provide advantages and benefits exclusively for their residents and taxpayers.

Contact us today to schedule a complimentary consultation!