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Education Planning

Education Planning

You want to set your children up for a lifetime of success. Parents who engage in planning early can help relieve financial stress when they reach the important milestone of higher education. No matter the age of your children, it is never too early to start investing in their educational future.

Planning for the Cost of Education

Wondering where to start with planning for the cost of education for your children? By working with a financial advisor, you can take steps now that will benefit your children later in their educational journey. Here are steps you can take to build a solid foundation for your children’s higher education expenses.

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Consult a financial planner: Work with an expert to evaluate your financial goals and create a personalized plan.
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Create a timeline and investment strategy: Set a course of action, including investment plans, to ensure you're on track to meet your goals.
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Explore education savings options: Consider the various education savings vehicles to determine which one makes the most sense for you and your child. Some of these vehicles can even be funded before your child is born, giving you a head start on savings.
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Regularly review and adjust: Periodically review your plan with your advisor and make changes as needed to stay on track.

Financial Advisors

 

William F. Hoover

President

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Jared Hoffman
CFP®, CLU®

Financial Planner

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Contact Broadleaf Partners

Contact Broadleaf Partners

Learn more about Broadleaf’s comprehensive financial planning solutions and get support to help you achieve your financial goals. 

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