Education Planning

If you are a parent, your child’s education is most likely a high priority.  With costs at an all-time high, it’s more important than ever to have a plan to pay for college expenses. Fortunately, there are a number of products that can help you fund all or part of your children (or grandchildren’s) schooling.

Barnum can help you forecast your family’s educational needs, determine which College Savings Plan is right for you, and help you save accordingly. We’ll help you consider all payment options including income, maximum yearly contributions as well as programs that feature tax benefits. So you’ll be ready to help fund their education well before that acceptance letter arrives in the mail.

Life Insurance as an Asset

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Education Planning

Barnum can help you forecast your family’s educational needs, so you’ll be ready to help fund their education well before that acceptance letter arrives in the mail.

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Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses.
Kathleen Cassidy
JD
Advanced Markets Director

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