Education Expenses Planning

Education Financial 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 financial planning 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 financial planning.  

Education Financial Planning

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If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.