Broker Check

SUPERCPAâ„  Education Planning

Every child dreams about what they will be when they grow up and a college education can be the most important factor in that dream becoming a reality. It is important to have someone helping you understand the available education planning choices and understand how your savings will affect your child's ability to quality for financial aid considering your tax situation.

How we can help:


We can help you identify how you can afford to send your children or grandchildren to college, determine how much you need to save, and how this dedicated investment fits with your overall investment management plan.

Types of savings plans: 

  • 529 Plans
  • Coverdell Educations Savings Accounts
  • Uniform Gifts to Minors Act
  • Uniform Transfers to Minors Act
  • Unique Strategies using Insurance