Education Planning

Oxford Harriman & Company - Helping You Evaluate & Implement a College Funding Strategy

Education Planning Services from Oxford Harriman & Company

education planning services

Helping You Evaluate Your Options for Funding a College Education

Saving for retirement and college at the same time is challenging for most families.  The cost of college represents a significant financial expense for many families, with private university annual costs now exceeding $70,000 in some cases.  It is well-known that college tuition has increased at a significantly higher rate than general inflation. 

Therefore, it’s important to plan and start saving early for the cost of higher education.  You have a number of options to pay for college, and the sooner you start saving, the more money you may have when the time comes.

Oxford Harriman & Company can help you evaluate your college funding options, as well as develop and implement your college planning strategy. 

Our college planning services include the following:

  • Assess education funding needs
  • Recommend the most appropriate savings vehicle such as a 529 plan or custodial account (UTMA)
  • Advise on 529 plan selection, investment allocation and other options
  • Financial aid planning and how to title assets to potentially maximize financial aid
  • Evaluate financial aid and merit awards from colleges
  • Evaluate and compare public and private loan options to pay for college
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Sources: https://www.cbsnews.com/pictures/top-10-most-expensive-colleges-in-america/4/ & http://www.finaid.org/savings/tuition-inflation.phtml

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest. 

College savings plans offered by each state differ significantly in features and benefits. The optimal plan for each investor depends on his or her individual objectives and circumstances. In comparing plans, each investor should consider each plan‘s investment options, fees, and  state tax implication.

ANY QUESTIONS?

Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experts can help provide clarity of thought.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.