When you choose TBH Advisors as your education planning partner, you choose a firm that’s committed first and foremost to your family’s long-term education goals. Our advisors are fee-based professionals, and our education planning strategies are always client-driven — not commission-driven.
The costs of education rise each year, and for many families, college or private schooling is one of the most expensive — and valuable — investments they’ll make. Planning for education expenses is critical, but the options can be overwhelming. We develop deep relationships with our clients to ensure they realize their education goals and feel confident navigating custodial accounts, 529 savings plans, and more.
We know that providing a worry-free education for your family can be one of the best parts of financial success. Our “listen first” approach allows us to help you achieve that aim. Whether your child, grandchild, or other family member is an infant or quickly approaching their college years, we work with you to build an individualized plan that is tax-advantaged, flexible, and forward-thinking.
