Education Planning

Funding education is one of the greatest gifts you can give your children and grandchildren. It may also be one of the largest investments you will ever make; the professionals at The Wiser Financial Group (WFG) can help.

Satisfied WFG Education Planning Family

Working with the professionals at WFG, the first step is to determine how much you will need to save for each child based on their age. With a proper investment strategy and our knowledge about college financing programs, you will be able to help provide funding for an excellent degree.

For example, if you have more than 12 years before the final tuition bill is due, your portfolio can probably withstand a bit of risk in exchange for higher return potential. If you have a shorter time frame, you can still work to finance your children's education choosing other investment strategies.

Education funding strategies we develop may include:

  • The Kalamazoo Promise
  • Michigan Education Trust (MET)
  • Coverdell ESA's
  • 529 Savings Plans

To learn how the professionals at The Wiser Financial Group can help you plan for efficient education funding, please call us at (269) 372-1430, (800) 292-1472 or complete the online contact form.