Ensure You Have the Funds for Higher Education

College can pave the way to more opportunities and higher income potential for you or your children, but it’s getting increasingly expensive to attend. This trend is unlikely to change, placing higher financial burdens on families. Education planning may alleviate some of the challenges of paying for higher education. The advisors at Buckhead Wealth Management can help you create a plan that works for your financial situation and educational needs.

What Is Education Planning?

Preparing for college is now as much about financial preparations as intellectual, emotional and educational ones. Education planning involves determining how much you may need to pay for education expenses and creating a path to help you set aside the funds before you or your child requires them.

How Does It Work?

A Buckhead Wealth Management advisor works with you to assess your specific needs, including your current financial situation and projected higher education expenses. The advisor can help you choose college savings accounts that fit your timeline and budget. Establishing these accounts now allows you to save money for college expenses using methods that offer tax benefits. We offer assistance with:

529 college savings plans
Coverdell savings accounts
Uniform Transfers to Minor Act accounts

We understand how stressful planning and paying for college can be, and we’re here to help you find ways to save that reduce your financial burdens and ensure you or your children receive the education they desire. Contact our offices to schedule an appointment with an advisor.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.