College

Let’s face it, college tuition is becoming more and more expensive and even more difficult to plan for. At SageCreek, we have the resources to help our clients plan for college expenses whether that be through 529 plans, Coverdell’s, Roth IRAs, or other investment accounts. We work with our clients to determine what the right investments vehicles are that fit each situation and how that might affect their overall financial goals.

Additionally, as this expense is has grown to be a burden on families, financial aid is becoming a more popular option. Our professionals have the expert knowledge about FAFSA (Free Application for Federal Student Aid) and the various restrictions and rules that apply.