Education Planning
Many parents and grandparents worry about paying for college for their loved ones. College costs are rising faster than just about anything else. Without proper education planning, you risk not being able to fund education when the time comes. Education funding is a decades long endeavor, and it is sensitive to interest rates, macroeconomic conditions, changes in financial aid policy, state funding and a variety of other factors.
Education Planning Services We Offer
Education planning is one of the most important things we do. Mountain Sunset Financial can help you plan all aspects of secondary and higher education funding. We will evaluate your current income and investment plan to develop an asset allocation plan for each child or grandchild. We will do an extensive analysis of potential costs, college inflationary rates, projected cost of attendance and potential financial aid. Our proprietary tools can show you how to save for education expenses most effectively. We can advise you on the parameters of 529 plans, student and PLUS loans and other college savings vehicles. We will help you navigate the FAFSA and student financial aid systems. We will help you allocate into assets to return enough to fund your education dreams.
Education planning is paramount to your loved ones having a nice, successful life. We can help you meet these goals.