Education Planning

Education planning is not just for college anymore! A variety of education savings programs today can be used to fund qualified education expenses from kindergarten to graduate studies, and everything in between. Whether you have a child a few years from college or a few years from grade school, you have probably considered the rising cost of education.

We have found that some people strive to pay for their own education expenses. Others are saving for a child or grandchild. Still others are hoping to create educational endowments for beneficiaries in the years to come. Regardless of your educational savings goals, SPA can help you structure the savings program best suited to your needs. From tax qualified education savings programs like Education IRAs and Section 529 Plans, to other advanced education savings strategies, SPA is equipped to help you plant the seeds of future learning, today.