College Funding Planning


Undergraduate tuition each year to attend this wonderful Ivy League school is now over $37,000. With room and board and personal expenses the annual college expense at Cornell approaches $50,000, or even more. Costs at many other private colleges are similar, and these costs will almost certainly increase over time.

College Funding Planning — For the Wealthy it’s more than a Savings Plan.

Following a detailed analysis of projected college costs, your Summit advisor will evaluate your existing funding program for its time horizon, potential risk, and potential return. Then an accurate determination can be made regarding the annual savings, lump sums, and the ideal investment approach for each child.

Additional products and strategies designed to help clients achieve their goals for their children’s education include:

  • Mutual Funds
  • Bonds
  • Stocks
  • Annuities
  • UGMA
  • UTMA
  • US Savings Bonds
  • Gifting Strategies
  • Education IRA
  • College Savings Plans (529 Plans)