College

Let’s face it, college tuition is becoming more expensive and even more difficult to plan for. At SageCreek, we have the resources to help you plan for college expenses, such as: 529 plans, Coverdell’s, Roth IRAs, or other investment accounts. We work with you to determine the right investment vehicles that fit each situation and how that might affect your overall financial goals.

Financial aid has become a more popular option with rising college tuition costs. Our professionals have the expert knowledge about Free Application for Federal Student Aid (FAFSA) and the various restrictions and rules that apply.