Education Planning

Education PlanningEducation Planning Services

Do you have a college investment plan in place for your children?  Whether your child is nine months old or nine years old, it is never too early to start planning for one of the biggest financial decisions you will ever make.  Tuition, books, plus room & board add up more quickly than ever before.  According to the College Board, 2011 saw a 6% increase for in-state tuition.  With the average total cost exceeding $17,000 per year, you need a college investment plan.

Baker can help you start planning while your children are still young.  We can help you set reasonable goals and achieve them.  When your kids reach college age you’re not caught having to take on debt to finance it.

“Educational costs continue to rise.  Planning for college is becoming increasingly important for American families.”

Save for College, Minimize Taxes

As a father himself, Jeff Baker understands the value of planning ahead for your children’s educations.  He has years of experience helping clients implement plans to save for education.  There are many beneficial programs that Baker can help you begin, including ways to minimize taxes while saving for college.  You can achieve multiple goals at once by reducing taxable income and saving for education simultaneously.

Send Kids Off To School Without Debt

Your game plan for investing for college must mitigate your risk of going into non-bankruptable debt.  The cash needs to be ready to withdraw at the exact time it’s needed.  You must plan ahead, especially if saving for multiple children.

Call Baker For Help With Education Planning

It’s never too early to start the process of saving for education.  You’ve devoted your life to giving your children the best possible start so continue caring for them by investing for college.  Call Baker today at (812) 842-2254 to find out how we can help you get started.

Visitors to BakerRetirement.com should not act upon BakerRetirement.com’s content or information without first seeking appropriate professional advice. This website is provided for informational purposes only. It does not constitute an offer to sell, a solicitation, or an offer to buy a security in any jurisdiction in which, or to any person to whom, it is unlawful to make such an offer or solicitation. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services, LLC. Insurance Services offered through Vanderbilt Insurance and other agencies. Clearing Agent: National Financial Services, LLC. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
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