There are many ways to fund an education for a child or loved one. Many of them include state sponsored plans, private accounts or tapping other sources assets. We help our clients review all the reasonable options to helping educate the next generation including:
Project cash flow needs for education
Review 529 Plans
Review Education Savings Account (ESA)
Positioning of income and assets to take advantage of rules for financial aid
Prepare FAFSA documents
We believe that a good education is a foundation to a lifetime of superior earning power, however, there are times were children are not inclined to pursue higher education based on their situation. We can help those children learn the core fundamentals to creating and maintaining a solid financial future.
Remember, there ARE loans for education, there AREN’T loans for retirement!
Paramount Investment Advisors, Inc. is a fee only, Registered Investment Advisory firm providing comprehensive wealth management including financial planning, investment management, tax planning, estate planning, cash flow management, risk management, education planning and retirement planning. We are currently serving the Suwanee, Buford, Sugar Hill, Duluth, Johns Creek, Cumming, Alpharetta, Roswell, and surrounding cities in North Atlanta out of our Suwanee Georgia office. We also work with clients virtually by using technology to our advantage.