Education Planning

Education planning is integral to afford post-secondary education for your loved ones. The sooner you start, the better off you will be. As the cost of tuition continues to climb, more and more graduates are struggling to pay off their student debt. 

We help ensure that your loved ones will have the funds available to pay for higher education expenses. There are several ways to save with high-performing interest accounts such as 529 Savings Plan and U.S. Saving Bonds. We also help you get the most out of financial aid by planning accordingly. 

Valley Financial Group offers the following Education Planning services:
  • 529 Savings Plan

  • Traditional Saving Methods

  • Tax Advantaged Methods

  • U.S. Savings Bonds

  • Financial Aid

  • Custodial Accounts

  • 1 on 1 financial education for families/children

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