Education Planning

Education Planning

“Schools and the means of education shall forever be encouraged.”

– Northwest Ordinance, Continental Congress, 1787

 

Sage-5940.jpgFAFSA, CSS/Financial Aid Profile, 529, UTMA, Coverdell, Stafford, Parent Plus, Pell Grant, GI Bill, Yellow Ribbon program…..

If you have a child, grandchild, or you yourself want to attend college or post-secondary education, one or more of these options could be in your future.  They are detail-rich and may be time-consuming to research; there’s a lot of money at stake, and there’s a thriving industry (with varying degrees of quality and experience) offering to help you.

The fact is college planning is about more than which savings vehicle to use, although that choice can impact what your family is expected to pay. You can spend a tremendous amount of time researching, or maybe fall prey to so-called “college planners” who may or may not have your best interests at heart.

At Sage, we are qualified to address both college savings many years before enrollment and the college financing processes when the time is near.  We have experience with sending children to college on savings, grants, loans, scholarships, the GI Bill, and prepaid tuition programs.  We understand how to fill out the FAFSA and CSS Profiles and how they use the information you provide.  We can help educate you on how the processes work and how to best present your family’s circumstances to the schools. Of utmost importance, we help you understand how to balance saving for your retirement while also saving for college.

To learn more about Education Planning and how it can help you, call us at (206) 516-7991 to schedule an obligation-free meeting.

How to Save for College

Watch the video below to learn more about tools we can help you utilize in order to save for college.

Securities and advisory services offered, in states where licensed, exclusively by Russell D. Cole, CLU, ChFC, Jordan Cole, CFP®, Katherine Benjamin, CFP®, CLTC and Michaela Anderson, CFP® through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

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