College Plans

When planning for your kids college it is important that you take into consideration taxes, potential for financial aid or scholarships, investment timeframe among many other areas that may affect the type of saving vehicle that is right for you. College costs continue to rise at high rates, although starting early with a sound strategy will help you achieve this important goal. Planning is important because the savings vehicle you choose could potentially affect your eligibility for financial aid.

 College Planning Presentation

College planning options include but are not limited to:

  • 529 Plans
  • IRA's
  • Coverdell Education Savings Account
  • UGMA Account
  • UTMA Account
  • Cash Value Life Insurance

Policy loans and partial withdrawals from life insurance policies may vary by state, generate an income tax liability, reduce available surrender value and death benefit or cause the policy to lapse.


Serving greater Livingston County including: Howell, Brighton, Pinckney, Hartland, Fenton, Hamburg, Fenton, Holly, Fowlerville, New Hudson, Linden, Highland