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Education Planning

Client Centered

Rising education costs require a forward-thinking plan. For many families, funding a college education will be one of the most capital-intensive challenges they ever face. At SecondHalf Coach Wealth Management, our approach to education planning makes college a reality without making your retirement uncertain. While maximizing the value of your earnings, we can help you prepare for one of life’s biggest investments.

We offer expertise in the different means of saving for one’s anticipated education expenses, including a mix of products like section 529 plans, prepaid college tuition plans, and more traditional means like Roth IRAs or trust configuration. Our team will work carefully to provide the ideal solutions and expertise in and monitoring of both the endogenous and exogenous factors at play.