College Planning Case Study

Brick M at University of Michigan

Story: A couple who had two young elementary aged children and hadn’t saved anything for their college yet, came to us for help. They were worried about not having college savings for their children when the time came, and letting their children drown in student debt post-college. The couple was thinking about tapping into their 401k retirement accounts instead of a setting up a college fund.

Solution: Fortunately, the couple came in for a second opinion. We showed them how they can balance funding college without running the risk of not funding their retirement goals.

Result: We were able to help them navigate how to save for both college and retirement in the most efficient manner.

Related Topics

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us

Stay Connected

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started