You understand the important role college can play in helping your loved ones realize their dreams. After all, studies show that college graduates earn more than high school graduates while experiencing higher job satisfaction and lower unemployment.
At One Financial Services, we advise our clients on using strategies to fund current and future education goals. We take a conscious approach to fund these goals while coordinating possible tax incentivized contributions all while being aware of the rules regulating federal aid. Our approach is to review all available options available to you and help direct your investment towards the most favorable for your unique situation. We are also able to advise our clients on issues such as applying for financial aid and completing the necessary Free Application for Federal Student Aid (FAFSA) forms.
Whether you’re a parent, grandparent, or loved one with the intent to help out with future education costs our professionals at One Financial Services are uniquely qualified to help.