Education Planning

Since saving for the high cost of a college education is a substantial hurdle for many families, saving early and on a regular basis with a disciplined plan is one way individuals can increase the likelihood of meeting their goals. At Evoy Financial Group LLC we help our clients assess their options for education funding and assist in the development and implementation of their goals and objectives.

Some of the education planning areas where Evoy Financial Group LLC provides advice are:

• Education funding needs analysis.
• Education funding and distribution analysis.
• Assistance in selecting an efficient mix of education funding investment accounts and strategies.

Some of the more common types of education savings strategies where Evoy Financial Group LLC provides advice are:

• 529 College Savings Accounts.
• Tuition Savings Accounts.
• Coverdell Education Savings Accounts.