Education Planning

Preparing the Next Generation for the Future

Helping to Educate the Next Generation

The best gift you can give your children or grandchildren is an education that prepares them for a satisfying lifetime. At Brown and Company, we understand that our clients want to ensure that their heirs receive the best possible education, and we’re here to help.

Costs are increasing significantly, even for public colleges. Whether you intend that your children or grandchildren achieve a private or public university degree, future costs can be an issue. The earlier you begin to save, the better you will be able to meet higher education expenses.

Brown and Company Education Planning Process

Education planning is an important part of your comprehensive wealth plan. Our education planning process includes the following steps:

  1. Discuss educational goals and time frames.
  2. Evaluate educational savings vehicles (e.g., 529 plans and ESAs).
  3. Determine appropriate investments.
  4. Integrate into estate planning.
  5. Look for tax deductions.
  6. Implement strategies.

Our professionals have been providing wealth management services for over 30 years, and we will be here for another 30 years. We’ll see you through retirement and we’ll be here to see your children and grandchildren through college and their careers.

Get in touch and schedule your consultation today.