Planning for College? Trust Our Financial Advisors.
"Will your money outlive you, or will you outlive your money?"
How much should you be saving now to pay for all or a part of your children’s college education? What sort of strategies can you use to minimize the cost? Whose name should accumulated assets be held by? In which investment vehicle – 529 plan, custodial account, education IRA or in the parents’ names? We can also help you with creative ways to obtain a four-year degree that is affordable.
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At Milestone Financial Planning, located in Bedford, New Hampshire, you will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team. Our team has a fiduciary responsibility to our clients. We incorporate expert tax advice into our financial planning, as taxes are an integral part of any financial planning decision. This is an important distinction between our service offering and what other advisors may offer. We also coordinate your plan with other professionals outside our firm at your direction - estate planning attorneys, insurance agents, CPAs, etc., to assist you with implementing our financial planning recommendations.