Who we help: Families with School-Going Children

If you have school going children, it is likely that college is not too far away in the future. Given the steep cost of a college education, and tuitions that have been rising faster than inflation, it is important to plan for college. However, not only do you need to fund college for your children, but you also need to take care of your own retirement needs. Having a comprehensive financial plan can be reassuring to show you how you can reconcile both objectives.

We can help you by creating a comprehensive financial plan that tells you:

• What you can comfortably spend
• How much you should be saving
• How you should fund college
• Which savings vehicles should be used
• How your savings should be invested
• What are the key risks involved and how they can be managed