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Educational Planning

Do you know how much it will cost to send your children or grandchildren to college in the future? Do you know how much to save to meet your goals? If education planning is important to you, your financial plan should include an estimate of the total education costs for the children in your life. Universal Wealth Management will work with you to develop the proper strategies to meet your education planning objectives, including determining how much to save for college, 529 Plans, financial aid, student loans and Education Tax Credits and Deductions.  In addition, we will work with you to determine how best to repay student loans as you complete your college and university degrees and beyond. 

  • Saving for College
  • Student Loans
  • 529 Plans
  • Financial Aid
  • Repaying Student Loans
  • Education Tax Credits and Deductions

Click Here for Additional Educational Planning Resources