College Planning

We believe that educating a child is a very valuable and often expensive for parents. We will help you with comprehensive education planning from birth to graduation.

The 529 plan is designed specifically to save money for qualified tuition expenses. As long as the funds are used for this purpose, they aren't subject to federal income tax.

Other college savings options:

In addition to 529 college savings plan, college savings alternatives include UGMA/UTMA accounts, Government Savings Bonds, Coverdell education savings accounts, and other taxable investments. Each of these savings strategies has its own distinctive features and benefits.

To learn more, you can attend our annual FAFSA workshop, (at the end of January). We will show you how to fill out the FAFSA form, as well as ideas on how to save money for college, negotiate with your college of choice for aid/scholarships, and much more! Contact the office for more information.

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Contact Information

  • Address: 5435 Corporate Dr., Ste. 230, Troy, MI 48098
  • Tel: (248) 879-4510
  • Fax: (248) 879-4560
  • Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
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