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Educational Planning

As the cost of college continues to rise, many families worry about how to support their kids continued education without signing up for years of debt.  At Goodwin Financial, we:

  • Meet with our clients to get a thorough understanding of their education planning goals for their loved ones. 
  • Explain the difference between using a 529 plan, a utma/ugma account, a ROTH IRA, and a savings account.
  • Discuss how to maximize compounding interest and how to structure your investment in a way that minimizes your tax liability.
  • Walk with our clients through the initial planning, regular assessments, and then the eventual disbursement of funds.

Higher education is daunting enough without an unnecessary financial burden.  Let Goodwin Financial help you bridge the gap between your education goals and your finances.

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. | 970-223-2377