Education Planning

Education Planning

You value education and the benefits it can have on one’s future. While you recognize this will be a significant expense, you may not have a comprehensive plan to accomplish this goal. FBB’s experts will help you determine the anticipated cost and structure a plan to save in the most tax efficient manner possible to address the rapidly increasing cost of education.

We will help ensure those you cherish will get the education they need to chart a path for their future.

FBB will help to:

  • Assess education funding timelines and needs
  • Estimate the current and future projected education costs
  • Determine the amount you wish to fund
  • Consult on funding and disbursement strategies
  • Review 529 College Savings Plan options

Please contact us to learn more about education planning.  

Education Planning

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