grandmother teaching granddaughter education planning

Education Planning

Education is the most powerful weapon which you can use to change the world.

Nelson Mandela

We work with you and your family to understand the unique aspects of saving and investing for education alongside your other financial goals. Whether looking to pay for private primary or secondary education, save for college, or fund education accounts for your grandchildren, education planning involves a delicate balance of financial and investment planning. As Certified Financial Planners™, our financial advisors understand the nuanced details of proper planning. We can assist you in realizing your goals.

Primary and Secondary Education

There can be many reasons for choosing a private education option for your children or grandchildren. Through diligent financial planning and budgeting, we help families like yours understand your options and make wise financial decisions. Our wholistic approach looks at your entire financial picture. We are then able to provide a clear view of your options and assist in identifying priorities.

Higher Education Planning

Your college savings plan is unique to your family. We recognize that the funding goals and competing priorities in your financial plan are distinct. The Morton Brown Family Wealth advisory team’s education planning process helps to align your savings and investing plan with the value you place on college education for your family. Our team works to gather key objectives, needs, and costs. We look also to assess options to help mitigate the cost of a college degree for your children and your grandchildren. By looking at different funding strategies, we can assess the most efficient and effective way for you to invest in your child or grandchild’s future.

Planning for Retirement

Whether retirement is years away or just around the corner, our advisory team is here to help you plan and design the life you want to live.