Education Planning

Being prepared for education expenses requires proper planning and investing. At Greenberg Financial Group, we evaluate your financial situation along with the goals for your child’s future or current education to develop a plan that is suitable. We work with several programs designed for maximum tax benefit and education planning:

• 529 Plans
• UGMA accounts

Once your child is nearing college, we provide a service to help simplify the complex and confusing process of paying for these expenses by identifying the scholarship money your child may be eligible for.

You do not have to choose between your child’s education and your own retirement. We will show you how to accomplish both.