If education  is part of your life equation, we factor it in.

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"Most American families don’t have a plan for paying for college. Just 36% of middle-income families and 29% of low-income families have set aside money."


Source: Sallie Mae

Education Funding

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Edgewater works with families who are determined to help with education at any stage of life. In a collaborative approach, we disuss the "push-pull" of education funding versus retirement funding and current lifestyle considerations. We work with you to develop strategies for:

• Financing education for a special needs child
  
• Whether you have an only child, multiple children, grandchildren or great grandchildren
  
• Use of tax preferences and education savings accounts
  
• We guide the discussions to devise an action plan with the best ways to pay for college costs