How much should you be saving now to pay for all or a part of your children’s college education? What sort of strategies can you use to minimize the cost? What type of account should you use for college savings?– 529 plan, custodial account, education IRA or in the parents’ names? Our college planning experts can also help you with creative ways to obtain a college degree that is affordable.
At Milestone Financial Planning, you will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team. Our team has a fiduciary responsibility to our clients. We incorporate expert tax advice into our financial planning, as taxes are an integral part of any financial planning decision. This is an important distinction between our service offering and what other advisors may offer. We also coordinate your plan with your other advisors – estate planning attorneys, insurance agents, CPAs, etc.