Concierge College Financial Planning Programs
College Financial Planning Advisors in St. Louis, MO
Strategies catered to your child’s college funding, so they can focus on what’s important: setting a strong foundation for financial and personal success with a great education.
Why is College Planning Important?
It’s no secret that higher education is a significant investment. At Cadeau Family Wealth, we’ve partnered with high-performing families for years to help them develop personalized college savings plans to reduce student loans, simplify the college enrollment process, and help their children get a strong start on rewarding career paths.
We’re excited for the opportunity to do the same for your family.
Strategic college planning can offer families:
Security regarding education expenses
Compliance with all laws and regulations
Confidence navigating the application and enrollment process
Our College Planning Services & Strategies
The Cadeau Team can help you explore tax-efficient college planning strategies and other financial planning services to secure funding for your child’s higher education.
529 Planning
Create a 529 plan to help fund your child's education with significant tax advantages for your family. The Cadeau Team will help you explore the various types of 529 plans, so you can select the one that best matches your financial goals.
FAFSA Navigation
No matter your family's unique financial situation, it is absolutely necessary that your child still fill out the FAFSA (Free Application for Federal Student Aid). This way, your family can explore a wider range of student aid opportunities to meet your financial needs.
Webinars
Speak directly with our team of financial planning experts in one of our virtual seminars. There, you can ask about the specific strategies that apply to the planning process for your child's college education.
College Financial Planning FAQs
How do I create a financial plan for college for my children?
As is the case with retirement planning and estate planning, the best time to begin college financial planning is now. Earlier planning means more time to take advantage of tax-saving strategies, discover new opportunities for college funding, and explore other wealth management financial services.
What is a 529 plan?
A 529 plan, also known as a Qualified Tuition Program, is a great tool in any parent’s college-planning arsenal. A 529 allows parents to create an account that can help them save and pay for qualified education expenses. These investment accounts offer both tax-free growth and withdrawals, offering significant savings for parents investing in their child’s future education.
When is the Best Time to Start College Financial Planning?
It’s never too early to start planning for your child’s college education. That means the best time to find college financial planning services is now.