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Education Planning

Rushton Wealth Management recognizes that higher education in an investment in the future success of our client’s children and grandchildren—one that can provide for a lifetime of opportunities. Unfortunately the costs of higher education are increasing at a breakneck pace. We help our clients understand the myriad of options available for saving for their family’s education goals—from traditional savings and investment accounts to 529 Plans and Coverdell Education accounts. We advise our clients on the most suitable method to save for college and beyond while utilizing state and federal tax savings strategies.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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