Tax-efficient saving strategies incorporated into your financial plan to provide education funding for your loved ones.

JMK Wealth Advisors emphasizes the importance of providing financial education for our clients, so it should come as no surprise that we believe an education is a smart investment. If you have dreams of sending your children or grandchildren to private school or funding their college education, we can integrate efficient saving strategies into your plan.

In a competitive global economy, higher education can be a critical component to success. Yet, over the last 20 years, college tuition costs have grown at a rate more than double that of inflation. On average, tuition has increased approximately 8% annually, which means the cost has doubled every nine years. Giving these rapidly rising costs, it’s no wonder many parents are concerned about how they will help their children afford higher education.

At JMK Wealth Advisors, we implement a range of tools and strategies to help your family plan for these rising costs. Depending on your financial situation, we can create a saving strategy that minimizes taxes and optimizes your ability to defray rising tuition expenses.