COLLEGE FUNDING PLANS
DON'T PAY MORE THAN YOU NEED TO FOR COLLEGE
Tuition has to get paid.
But make sure you're not paying a penny more than you need to!
GET STARTED
THREE WAYS TO PAY FOR COLLEGE
Past Money
Current Money
Future Money
No matter where you're starting from, we'll provide options for you!
LEVERAGE YOUR ASSETS TO PAY LESS FOR COLLEGE
TOUGH DECISIONS
YOUR NEXT STEPS
SAY YES TO UNPARALLELED SUPPORT
Book a time to meet with a Certified College Funding Specialist
Prepare to bring any questions, challenges or specifics you have in mind and we'll discuss that during our appointment.
FREQUENTLY ASKED QUESTIONS
Where can College Funding Plans be used?
They can be used at schools worldwide. If your child decides not to attend college, they can still access the funds in the plan.
What if we move out of state?
Your plan travels too! These plans follow you throughout school, throughout your career, and throughout retirement. Totally portable!
How are College Funding Plans different from 529 College Savings Plans?
529 College Plans are strictly for educational expenses (tuition). There are limitations that the 529 have that the College Funding Plans do not have. You are not penalized with the College Funding Plans if you use the funds for non-educational expenses.
How long can a College Funding Plan be used?
College Funding Plans secure your child's path from college to retirement.
How do I know how much I should contribute each month?
You can choose the plan that’s right for your family’s budget. We have tools that will give you an idea of the college costs to help in this process.
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