Balanced and Effective Strategies
Beyond Wealth Management helps clients create their own balance between the competing needs of saving for children's college costs and putting assets aside for retirement. We recognize and applaud the importance that families place on giving their beloved children and grandchildren the best chance for success - something only a solid education can provide. We also know that without expert guidance, this can be an intimidating objective.

Analysis and Options
Our team models the effect of different funding strategies on education savings and retirement income. We prepare detailed cash flow projections to help you understand the true impact of college costs on your lifestyle. Public and private educational institutions use different formulas to calculate financial aid - we explain how earnings and assets are factored into this process. Finally, we explore alternative funding and debt options so that families can plan ahead.