College/Education Planning

College/Education Planning Services

Our clients often have questions and concerns and we can help answer them:

  • How much should I save?
  • How much should I contribute each year?
  • How much will a college education cost when my child turns 18?
  • What if my child gets a scholarship?
  • What if my child decides to tour Europe instead of going to college?
  • Can I cash out the account and take a dream vacation?

Whether our goals are financial, educational or personal we are much more likely to achieve them with a plan. Craft Asset Management can help you whether you are trying to pay for your children’s education now or planning to provide the gift of education in the future. We want to help you plan for college/education tuition expenses without negatively affecting your own financial security. We begin by assessing your present and future finances and your college/education goals. We will provide you with a detailed college/education savings plan.

If you are creating a comprehensive financial plan, we will incorporate your college/education savings plan with your overall financial plan.

 

Craft Asset Management does not provide accounting or legal services; however, we can work closely with your accountant, attorneys or other professionals to build comprehensive individual plans. Please contact us for a complete description of our financial planning services.

Craft Asset Management is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and works closely with attorneys and other professionals for estate planning purposes. We tailor our services to fit the need of each and every client. As investment advisers we are fiduciaries, and as such are held to the highest standard of conduct and act in the best interest of our clients.

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CONTACT US

  • Office:

    285 Rosedale Lane
    Fort Gay, West Virginia 25514

  • Phone:

    Office: 304.303.9949

    Fax: 858.656.8015

  • Email:

    Evan@CraftAssetManagement.com