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Education Planning Strategies

As many of our clients are families, a major concern among them is determining how they will pay for their children's college expenses while still having and planning for their retirement goals. Although college comes with a high price tag, we believe it's an expense clients can meet through proper financial planning. Our team at Sunstone Wealth Strategies can help clients calculate college costs, evaluating funding options, and create an education strategy tailored to their goals. We will also provide insight and advice to clients regarding savings options, including 529s, educations savings accounts, traditional and Roth IRAs, custodial accounts, and education trusts.

Rather than only focusing on how to save for college tuition, we seek to strike a balance between the immediate need of college planning and future retirement objectives.