Education Planning

The cost of college has risen much faster than the cost of living. As a result, today’s education is more expensive than it has ever been. We are parents. We understand the primal urge to provide for our children. But do you have a plan? Do you even know how much it is going to cost?

We can help. Together we can calculate the cost of your children’s education and help you figure out how much you need to save. We can explain the various advantages and disadvantages of 529 plans, education IRA’s, and Coverdell Education Savings Accounts. We can help you understand scholarships, fellowships, grants, and other types of educational assistance. We can explain the implications of tax credits and student loan interest deductions. Most of all, we can help you see how your education plan fits into your larger overall financial situation.

Our goal is to make your experience as comfortable as possible by explaining your money and our recommendations in common terms while providing excellent customer service.

2763 86th Street
Urbandale, IA 50322