Education/College Planning

Funding higher education requires commitment and careful planning. To help you prepare, Capstone will work with you to analyze your family’s education needs and determine the best option for your situation. We will recommend proper funding strategies, assist with appropriate investment selection and monitor your investments to ensure your savings remain on track with your timeline and goals. We can assist with options that include:

  • 529 Plans
  • Coverdell Education Savings Accounts (ESAs)
  • Pre-paid tuition plans
  • Permanent life insurance
  • Financial mentorship of next-generation family members