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Financial Education Planning Services

Rising education costs require a forward-thinking plan. For many families, funding a college education will be one of the most capital-intensive challenges they ever face. At AFN, our approach to education planning makes college a reality without making your retirement uncertain. While maximizing the value of your earnings, our advisors can help you prepare for one of life’s biggest investments.

The necessity of “planning ahead” is typically associated with retirement, risk, or tax planning, but lost in the minutia of everything we must anticipate is the increasingly dramatic growth of education expenses. Higher education is becoming so much more integrated into the cultural vernacular. While tuition expenses are increasing more rapidly than most other costs of living, education planning remains one of the often overlooked aspects of the familial financial plan.

AFN offers guidance in different means of saving for one’s anticipated education expenses including a mix of products like section 529 plans, prepaid college tuition plans, and more traditional means like Roth IRAs or trust configuration. Our team will work carefully to provide consultation and solutions for both the endogenous and exogenous factors at play.

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Call 818.264.4644

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