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Education Planning

Helping You Plan for the Future with Confidence

At Vero Wealth Planning, we provide expert guidance on education planning to ensure your family is financially prepared for future education costs. From tax-advantaged savings strategies to debt management, we help you create a customized plan that aligns with your goals.

Our Education Planning Services

College Savings Strategy

  • Guidance on 529 Plans, Coverdell ESAs, and UGMA/UTMA accounts

  • Maximizing tax advantages and contribution strategies

Scholarship & Financial Aid Guidance

  • Assistance navigating FAFSA and financial aid applications

  • Strategies to secure grants and scholarships to minimize debt

Investment & Portfolio Management

  • Selecting investment options within education savings plans

  • Balancing growth and risk based on your child’s education timeline

Debt Counseling & Repayment Strategies

  • Guidance on student loan repayment options and consolidation

  • Developing a long-term debt reduction plan

Goal Setting & Funding Analysis

  • Future cost projections for public, private, and graduate programs

  • Personalized savings and investment strategies

Family Gifting & Legacy Planning

  • Structuring family contributions and gifting strategies

  • Utilizing trusts and estate planning for education funding