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College Planning

Client Centered

At Shore Wealth Management, we understand that college planning can raise many questions:

  • How much will it cost?
  • How much should I save?
  • When should I start saving?
  • How do I save?
  • Which investment vehicle works for my family?

We work with our clients to align educational goals with many financial variables. While colleges publish tuition costs, it is important to remember that there are many other expenses and factors that need to be considered, such as room and board, books, and inflation.

We have a disciplined process to help simplify determining suitable investments, funding amounts, and the appropriate plan.

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