Whether your child or grandchild is an infant, toddler, or teenager, you may be hoping to help them pay for their college education. We can help you identify how much you should be saving, where to save it, and how that money should be invested. We also look at strategies to maximize financial aid eligibility starting when the student is in high school.

We currently utilize the West Virginia 529 Plan for most of our clients’ education accounts, as it has investment options from Dimensional Fund Advisors, (DFA).

Are you currently repaying student loans? We can help you develop a strategy to maximize your hard-earned dollars and to repay your student loans efficiently.