Minneapolis Education Planning Advisor

Savings for a child or grandchild’s college education is an important goal for many people.

We help you quantify your educational goal and put a plan in place for how much to save each year. We then help you choose the right savings vehicle such as a 529 plan. 

How To Save For Your Loved One’s College Education

Figuring out how much to set aside for college is a challenging issue for many people. You want to make sure you set aside enough but don’t want to contribute too much to a 529 plan that may not be needed. We help you find the sweet spot - balancing the education goal with other priorities such as saving for retirement. 

We prepare a detailed cash flow analysis to quantify how much to save each year and how to invest the funds. We then work with you to select and set-up a savings vehicle such as a 529 plan.