Education Planning

We work with you and your family to help you understand how saving and investing for education is different from saving and investing for other goals. Planning for education requires a careful balance of financial and investment planning, whether you want to pay for private primary or secondary school, save for college, or put money into an education account for your grandchildren. Our financial advisors know the finer points of how to plan, and can help you get what you want out of life.

education planning

Primary and Secondary Education
There are a variety of factors to consider when deciding whether or not to enroll your children or grandchildren in a private school. We assist families like yours in gaining a firm grasp on your financial situation, allowing you to make educated decisions about your money through careful budgeting and planning. Our comprehensive method considers all aspects of your monetary situation. As a result, we can help you see all of your alternatives and determine which ones are most important.

Higher Education Planning
Your family's college savings plan is unique. We know that your financial plan's funding objectives and competing priorities are distinct. The education planning process of the LFS advisory team helps to connect your savings and investing plan with the importance you place on college education for your family. Our team collects essential objectives, requirements, and expenses. We also evaluate methods to reduce the cost of a college education for your children and grandchildren. By analyzing several fundraising techniques, we can determine the most efficient and successful approach for you to invest in the future of your kid or grandchild.