College Planning

Is College Planning a part of your Legacy Planning?

There are many ways to plan for college. 1) You can set up college accounts for your children and grandchildren dedicated to their educational growth. There are a variety of Minor Accounts to choose from; OR 2) You can sign up for our Road 2 Tomorrow College Planning course where we guide you through the entire process from choosing the right school for your child, various school financial aid programs, college savings accounts, and in the end, hopefully, your child will not have to take out any school loans.

Ensuring your legacy through college planning is a primary goal for many.

Road 2 Tomorrow College Planning

What is the difference between a 529 and an UTMA/UGMA?

There are several differences between 529 accounts and UTMA/UGMA accounts. A primary difference is 529 accounts must be used for educational purposes only. UTMA/UGMA accounts can be used for anything once the minor child reaches the age of maturity.

Learn More

Is College Worth It?

The decision to attend college is a serious one, and it has lifelong implications. Changes in the US economy and employment market, along with a revolution in technology, are causing high school graduates and their families to carefully weigh the costs and benefits of a traditional college education.

Read More

Student Loan FAQs

Taking out student loans can be a daunting concept, whether your child is handling these loans on their own or if you are working together to secure them.

Click below for answers to some Frequently Asked Questions about student loans, how to apply for them, and what types of loans are available.

Student Loan FAQs

Request an Appointment

We’d love to hear from you.

24031 El Toro Road, Suite 210
Laguna Hills, CA 92653