Services

Education Planning

Most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earnings-and, hopefully, greater job satisfaction-one key concern is how to choose a smart savings alternative.

Education Planning Considerations:

There are various tax deferred vehicles that should be tested to determine which one should be used considering the education goals and objectives of your family.

  • Do your or your children currently own or participate in a 529 Plan, a Coverdell Education Savings Account or a Pre-Paid Tuition Program?
  • Have you prepared calculations to determine whether you are saving enough for their future education needs? How are the proceeds invested?
  • Are they in line with your risk tolerance and time prior to your child’s educational need?

Your Education Planning Starts Here

Your Future Is Here!

Services

Other Services


Estate Planning

Many people share the common misconception that estate planning is something only done for death and for very affluent individuals.


Business Solutions

CWP understands that as an owner of a business there are considerations that can be considered complex when it comes to the future continuity


Retirement Planning

Today, in addition to previous ideals, retirement is often a new beginning, a change in direction or just one of many stages.


Special Needs Planning

Disabilities impact a large segment of people including everything from hearing and sight loss to needing twenty-four critical care.