What We Do
Education Planning
Paying for college is one of the most meaningful investments you can make for a loved one’s future (or your own) — but it’s also a significant financial commitment that requires careful education planning and a strategic approach. Your Walled Lake Planning & Wealth Management team can help you set and achieve your education savings goals, opening doors to opportunities and fostering lifelong success.
If you find yourself asking:
- With the increasing costs of college, will I have enough saved for when my child (or other family member) goes to school?
- What if they attend an in-state vs out-of-state school?
- What if they attend for 4 years, or 8 years, or more?
- Does a 529 make sense for my situation, or are there other options?
- What expenses does a 529 cover?
Together, we can find the answers.
Resources
College Scorecard
Search and compare colleges by field of study, admissions, results, and location.
Federal Student Aid
Find and apply for scholarships and other student aid with the Department of Education’s resources.
PowerSchool - Naviance
Help K-12 students prepare for their futures with personalized college, career, and education planning tools.
BOLD
Explore resources to help you plan and save effectively for your child’s education goals.
Saving For College
Explore 529 plans, refinance student loans with top lenders, and access college savings advice.
Find a 529 Education Plan
Illinois
Utah
