College Savings Planning

Let’s make a plan today and check
college funding off your to-do list.

The price of college can be daunting to consider. Whether your child is in a stroller or driving her own car—there are always steps you can take to make funding this expense less of a burden. We can demystify state 529 plans and custodial accounts and help you take a smart first step towards your child’s education.

Click through our approach below to see how we can help you get started today.

Fact Finding

We are happy to discuss college planning with you independently or as part of your overall retirement planning and insurance coverage strategy. We will begin by listening to you and getting an understanding of your current financial picture, including years to save, and potential college choice scenarios to consider.


Once we have gained a good understanding of your goals and current financial situation, we will consider what state funding may be applicable, and recommend an investment provider and strategy that may best fit to maximize the efficiency of your savings.


After agreeing on an investment strategy, we will sit down and take the application information required to open an account. Once the account is open, you will begin to receive statements so that you can track your college funding progress.

Annual Review

You will receive an annual statement which details the yearly progress of your savings. We encourage you to come review these statements with us in person and discuss any changes that may have occurred and could affect your savings strategy–such as a newborn baby, new job, or home change. Ideally, this discussion would occur in conjunction with your retirement and insurance planning strategy review–but we would be happy to discuss college planning independently, as well.

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    Focus on net price, not sticker price

    College may seem expensive. But the truth is that most students pay less than their college’s sticker price, thanks to financial aid. So instead of looking at the published price, concentrate on your net price — the real price you’ll pay for a college.

    Learn More

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    Need help understanding the Free Application for Federal Student Aid (FAFSA®)?

    Nerdscholar has a very helpful website with common FAFSA® FAQs and a tutorial on how to fill out the form.

    Learn More

Your college savings planning team


No matter what your children/grandchildren’s age — with the rising cost of tuition — the time to start saving is now. Let’s connect about The Connecticut Higher Education Trust (CHET), a state-sponsored, tax-advantaged 529 college savings plan that’s helping families and individuals plan for the cost of higher education…and it only takes about 15 minutes to open an account online and it is easy to manage.

*All situations are different, please consult your financial professional for information regarding your needs and suitability issues. An investor should consider the investment objectives, risks and charges and expenses associated with municipal fund securities (529 Plans) before investing. More information about municipal securities is available in the issuer’s official statement. The official statement should be read carefully before investing.