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The first step is to understand your vision for the future – not just for education but all your goals. This way, we can begin to plan holistically. We’ll help you fine-tune your priorities and project how much you’ll need based on your goals, with an assist from J.P. Morgan’s comprehensive research.
At this point, you should ask yourself what kind of college should you consider, how much will that kind of college cost, and how much can you afford to save?
Every Strategy Starts with a Story…
Make Room for Big Plans
See how we can help you chart a course for the stars.
Funding for education can come from any combination of saving, investing, borrowing or financial aid, and we’ll help you understand the benefits and disadvantages of each option. Everyone's situation is different and you should speak to your tax advisor about what would work best for you. One thing to keep in mind: the sooner you start saving and investing, the more you'll benefit from the power of compounding to grow your education fund.
Here’s some information to help you get started understanding your options:
We can help you project how much you might need based on your goals and put together a strategy that reduces taxes and maximizes growth potential. The earlier you start investing to pay for college, the more time you have to reach your goals.