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Education Planning

At Optimize Financial, we understand the importance of planning for education expenses. That's why we offer comprehensive education planning services to help you make strategic decisions about funding education for those you care about, both now and in the future.


We will help you assess the potential impact of education expenses on your overall financial plan and what the different options are for funding, such as loans, grants, or tax-advantaged savings plans, including Education Savings Accounts (ESA), Coverdell Education Savings Accounts (CESA), or 529 plans.  Then we will make the most suitable recommendations for you given your unique situation and goals. 


Contact us today to learn more about our education planning services and to schedule a consultation.

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