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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

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