Our Services

Education Planning

Whether you are paying higher education costs now or saving for the future, it is important to ensure that your education strategy is compatible with pursuing your retirement goals. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy.

Remember–while education expenses can be funded through borrowing, retirement expenses cannot. Since Keystone is an independent firm, we are under no pressure to recommend proprietary education savings programs or investment products. Our only concern is which program is most suitable for your needs.