Whether you are paying tuition costs now or saving for a future goal, it is important to ensure that your education strategy is compatible with pursuing your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It is important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.
Since we are an independent firm, we are not under any pressure to recommend proprietary education savings programs or investment products. Our only concern is which program best pursues your objectives. The following are among the most popular education savings plans available today:
- 529 Plans
- College cost analysis
Contact The Pinnacle Financial Group
At The Pinnacle Financial Group, we have provided risk management advice to individuals and businesses in New York and Connecticut for two decades. We understand the critical role insurance planning plays in securing your financial future and protecting your family. We will carefully explain your options and the different strategies available to you so that you can make the right decisions for you and your loved ones.
To schedule a free initial consultation, call our offices at 516-763-9700 or complete the form provided below.
9 South Long Beach Road
Rockville Centre, NY 11570