Sherpa Wealth Strategies Financial Planner in Bend, Oregon

Education Planning

Education Planning

Most of our clients want to help their children or grandchildren pursue their education after high school. We’ve been doing this long enough to set up college plans for young children and watch them finish graduate school. We help clients find the right tools to fund post-secondary education.

We love helping our clients plan for the education of their children and grandchildren.

Here’s how we help you plan to fund education:

  • Helping clients identify education funding goals for children or grandchildren
  • Selection of appropriate savings vehicles – 529 college savings plans, UTMA accounts, Coverdell education savings accounts and ABLE accounts, Roth IRAs or permanent life insurance
  • Creation of flexible accounts that are earmarked for education but not limited to education

Learn from our advisors.