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Education Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. Bear in mind that while education expenses can be funded through borrowing, retirement expenses cannot.

Stonebridge Wealth Advisors is an independent firm, so we are under no pressure to recommend proprietary education savings programs or investment products. Our only concern is which program best addresses your needs.

We will work with you to create a strategy that best fits with all of your financial objectives.