Keel Education
Because all they should worry about is choosing a major
Will supporting your children through college affect your own financial goals and dreams? Keel Financial Partners works with grandparents, parents, and guardians to strategize specific goals, provide a target funding and investment strategy, and demonstrate how everything will work with your long-term goals.
Benefits of education planning
There’s a lot to consider when planning for a child’s education. It’s not just about whether or not to fill out a FAFSA form or how much you should save each year. With Keel, we go deeper to provide you with a thorough action plan tailored specifically to your unique situation.
Anticipate educational expenses
Take the burden off your student
College savings vehicle selection
Retirement and education funding trade-offs
Part of your holistic financial plan
Financial planning with big picture direction
College tuition questions, tax-free withdrawals, 529 plans, oh my! There are plenty of decisions to make during the education planning process that impact your financial future. We’re at your side to provide our professional (and personal) experience every step of the way. We’ll help you identify appropriate strategies for your specific situation. It’s not just about the numbers, we’ll guide you through the emotional aspects as well.
FAQs on education planning
When should I start planning and saving for my child’s education?
It’s NEVER too early or too late to start education planning.
Should I save for retirement or college first?
That depends on your unique situation and personal objectives, but we can help you identify both.
Are there any free college planning resources?
A great website to start learning is Saving For College.
Class is in session
If you’re ready to learn more about how we can help you with education planning, we’re here to help.
