Chase Private Client | Education

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PLANNING FOR EDUCATION WITH CHASE PRIVATE CLIENT

Invest More in Their Tomorrow

Your J.P. Morgan Private Client Advisor can help you save for a child’s education and plan for your family’s future.

 

Take the First Step Towards Education Planning

 

01

Think About Your Education Goals

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…
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Make Room for Big Plans
See how we can help you chart a course for the stars.
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Save Today with Tomorrow in Mind

Save Today with Tomorrow in Mind

 

 

02

Understand Your Funding Options

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:
Funding Options Benefits Disadvantages
03

Implement a Strategy

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.
Implement a Strategy

 

 

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04

Optimize Your Strategy Over Time

The strategy you develop isn’t set in stone – it’s your starting point. As time goes on, you and your advisor will meet periodically to monitor your progress and revisit your goals. We’ll help you modify your strategy based on changes in your priorities or what’s happening in the market.
Ready to chat? Get in touch.
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“I feel that we have an obligation to give our kids as much opportunity as we possibly can.”

Nahid and Farzana wanted to plan for two college funds, preparing for retirement and purchasing a home at the same time. Working with their Private Client Banker, Pragya, and their J.P. Morgan Private Client Advisor, Brendan, they developed a personalized strategy that allowed them to do just that.

Take a Glimpse Into Your Financial Future

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FAQ

Answers to Common Education-Funding Questions

Have another question for us? Let's connect.
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