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While education planning generally focuses solely on financing higher education for a child, there is much more to consider than simply figuring out how to pay for school.  In fact, planning for education should begin well before the thoughts of which college to attend even come to mind. This plan program works through not only costs and payment strategies, but how to seek to ensure that the "college experience" is right for both the family as well as the child.

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Education planning may include monthly accountability and will include the delivery of a full plan containing contingencies, additional options, checkpoints and step-by-step guidance.  There will be a minimum of five meetings.  Services may include, but not be limited to:

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Initial consultation

Discussion on whether or not college is the right choice for your child

Career and directional goal-setting and discovery review with your child

Determination of cost share commitment with your child

Development of a responsible student budget 

In-depth look at types of student loans and the impact of those loans on you as well as your child

Impact study on the cost of education to your current and future bottom line

Discussion of current and future cash flow and budgetary needs

Development of a plan to pay for school

Discussion and development of family educational contract

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Plan an Education

All investments and strategies have the potential for profit or loss.  Different types of investments involve higher and lower levels of risk.  There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio.  Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.  

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The content on this site is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Redwing Financial, a registered investment advisor. Redwing Financial is a separate entity from LPL Financial.  To review the LPL Financial Form CRS, please visit: www.lpl.com/CRS.

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IL, IN, MI, NM, TX.

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