(386) 271-2127

Education Planning

Education Planning

At Plan to Prosper, we understand that planning for college is a significant milestone that requires careful financial preparation. Our role as your trusted financial advisors is to provide comprehensive College Financial Planning Services to help you and your family navigate the complex world of higher education costs, financial aid, and funding strategies.

Key Aspects of Our College Financial Planning Services:

  1. Personalized Financial Roadmap: We recognize that each student and family has unique financial circumstances and aspirations. Our experienced financial advisors work closely with you to create a customized college financial plan that aligns with your goals and helps you achieve the dream of higher education.
  2. College Savings Strategies: We help you explore various college savings options, such as 529 plans, Coverdell Education Savings Accounts, and custodial accounts. Our goal is to optimize your savings strategy to meet your college funding needs while minimizing tax implications.
  3. Merit-Based and Need-Based Scholarships: We guide you in seeking out both merit-based and need-based scholarships that align with your academic achievements and financial situation. We assist in creating scholarship application strategies that increase your chances of success.
  4. Loan Management: If student loans are part of your financial plan, we provide guidance on responsible borrowing, repayment options, and strategies to minimize student loan debt while pursuing your educational goals. We will also discuss the main differences between subsidized versus unsubsidized loans.



Portfolio Management

Tailored investment strategies designed to help you achieve your financial goals while managing risk.

Retirement Planning

Customized plans to ensure your retirement years are financially secure and fulfilling.

Protection Planning

Strategies to safeguard your wealth and loved ones from life’s uncertainties.

Estate Planning

Preserve your legacy with thoughtfully designed estate plans, ensuring your wealth is distributed according to your wishes.

Education Planning

Secure your children’s academic aspirations with strategic savings plans, making higher education attainable and worry-free.

401k Plan Advisory Services

Maximize the potential of your retirement plan with professional insights, helping employees secure a prosperous future.

Contact us

Ready to take the first step towards financial prosperity? Our team at Plan to Prosper is here to provide expert guidance tailored to your unique goals. Contact us today and embark on a journey towards securing your financial future.

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© 2024 Plan to Prosper Wealth Management


595 W. Granada Blvd., Ste. K
Ormond Beach, FL 32174

(386) 271-2127