Education Planning
When it comes to funding education, including current tuition costs or saving for future needs, a thoughtful and strategic approach is core to your overall plan. We at D’Angelis Wealth Management understand the importance of aligning your education savings strategy with your broader financial goals.
As an independent firm, we are not tied to any proprietary education savings programs or investment products. Our sole focus is on recommending the education strategy that best fits your unique situation, helping you make informed decisions that support your financial priorities.
Key Education Savings Plans
There are a variety of education savings options available, each with its own benefits and considerations. We can help guide you toward the best plan for your circumstances. Some of the most popular education savings programs we consider include:
- 529 Plans
- Coverdell Education Savings Accounts (ESAs)
- Uniform Gifts to Minors Act (UGMA)
- Uniform Transfers to Minors Act (UTMA)
Set Up Your Child’s Educational Future Today
Taking a proactive approach to education planning helps your child or loved one have access to the education they deserve without sacrificing your own financial future.