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Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

Education Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with achieving your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

  • Late Stage College funding
    • Admission strategies
    • Tax strategies
    • Scholarship strategies
    • Section 529 Plans
  • Coverdell Education Accounts

Insurance Products 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, NC, PA, SC, TN, VA.
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