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College Education Planning

The rising cost of a college education has an increasing number of families struggling to properly allocate resources so they don’t compete with other critical financial goals. While there are a number of college savings solutions, such as 529 plans, Education Savings Accounts, and even Roth IRAs, choosing the appropriate ones can be critical in achieving the optimum level of growth, tax efficiency and financial aid eligibility.

In our College Planning approach, we will work with you to

  • Establish realistic college savings goals
  • Research the annual, inflation-adjusted cost of a four-year education at your preferred colleges
  • Develop a customized savings and growth strategy utilizing the appropriate mix of college savings vehicles

Because we integrate your college planning with your overall financial plan, we believe you will have the confidence knowing your college savings goal will not impede on your ability to achieve other important goals.

For a complimentary Financial Review, contact Merrick Financial Group today at MFG@merrickfinancialgroup.com


There is no guarantee that the plan will grow to cover college expenses. In addition, depending upon the laws of your home state or designated beneficiary, favorable state tax treatment or other benefits offered by such home state for investing in 529 college savings plans may be available only if you invest in the home state's 529 college savings plan.  Any state-based benefit offered with respect to a particular 529 college savings plan should be one of many appropriately weighted factors to be considered in making an investment decision. You should consult with your financial, tax or other adviser to learn more about how state-based benefits (including any limitations) would apply to your specific circumstances and also may wish to contact your home state or any other 529 college savings plan to learn more about the features, benefits and limitations of that state's 529 college savings plan. You may also go to www.collegesavings.org for more information.

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