Education Planning

For many employees, sending children to college or continuing their own education is a significant life goal. At Finlan Asset Management, we compile and analyze the information that will help ease the pain of constantly rising tuition.

Because investment options vary by plan, we utilize a strategy to manage risk and maximize potential earnings based on the beneficiary’s age or number of years until the beneficiary begins college. Many other variables are involved in assessing college savings options including state tax deductions and your risk tolerance.

Employers seeking innovative ways to attract and retain a qualified workforce have begun offering the 529 College Savings Plan as an incentive in their benefits packages. These benefits may boost employee satisfaction and may help employers retain a valuable workforce. Furthermore, to ease the process for employees, and to encourage a disciplined approach to saving, contributions can be easily made through payroll deduction.

The right college financing strategy may be one of the most important investment decisions you will make. At Finlan Asset Management, we will continue to revisit your investment strategy periodically as your goals and financial situation change, along with current legislation and market conditions.

 To find out more about our services please click here.

Are you applying enough funds toward saving for your educational goals? Use our comprehensive College Savings Calculator to find out more!

Click Here to use our College Savings Calculator