Education Planning
Education Planning
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Investing in the Future through Education Planning
Investing in the Future through Education Planning
Education is the cornerstone of success. Patrick's years at Penn State University were crucial to the foundation on which he's built a career both on and off the stage. He will assist in developing education savings plans that ensure the academic goals of the next generation are fully funded and financially sound.
What We Provide
What We Provide
Forecast of future education costs and savings requirements.
Setup for education savings accounts, such as 529 plans.
Alignment of education funding with other family financial objectives.
Balance of education funding with competing financial priorities.
Assessment of education loan options and repayment strategies.
Counseling on student loan repayment options and strategies.
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