Education Planning Services - A daunting task
Saving for college tuition can be a daunting task particularly when considering the historic inflation trends of college education. Our educational planning methodology includes several steps:
- Establish the level of education funding desired.
- Create a projection of revenues needed.
- Consider your entire cash flow along with any existing education saving strategies to project whether you are able to reach your goal.
- If necessary, we address options and vehicles available to bolster education savings growth.
- We monitor the accumulation of savings in accordance with the education expense goal and apply changes if necessary.
Joel Stillman, Jeffrey Lippman & Joshua Stillman, with Capitol Financial Consultants, Inc., offer Education Planning, McLean, VA.