College Planning

Prepare for Your Child’s Education With College Planning Services

You shouldn’t have to put a price on your child’s education, but unfortunately, that’s exactly what all higher education institutions do. At Fortitude Wealth Planners, we believe that every child should be able to secure a path to achieve their educational goals, regardless of financial status. That’s why we offer custom educational funding services to all our Traverse City clients, to help devise a thorough plan on how to sufficiently and safely procure the necessary financial resources to aid your child’s college ambitions.

Understanding all the in’s and out’s of educational funding can range from confusing to downright frustrating. That’s where we come in handy! From filing the necessary financial aid applications to helping parents minimize out-of-pocket costs, Fortitude Wealth Planners will work directly with you every step of the way to ensure your child gets as many educational funding resources as possible. When you’re in need of proactive college funding solutions in the Northern Michigan area, Fortitude Wealth Planners is here to lend a helping hand! Contact us today to schedule a complimentary consultation appointment.

How We Can Help Fund Your Child’s Education

University checklist

Navigating the way through funding your child’s higher education can often prove to be a baffling process. At Fortitude Wealth Planners, our team of educational funding experts offer unique educational programs for clients, ranging from one week to ten week programs that cover all the different strategies we can use to plan your child’s future education. Our college funding planning services range from:

  • Assessing Which 529 Plans, such as Prepaid Tuition Plans or Education Savings Plans, Work Best for Your Financial Situation
  • Help You Set Up a Coverdell Education Savings Accounts or Trust for Beneficiaries to Receive Tax-Free Distributions to Fund Qualified Educational Expenses
  • Establish UTMA or UGMA (Uniform Transfers to Minors Act, or Universal Gifts to Minors Act) Accounts to Aid in Transferring Financial Assets to Your Child, Without Establishing a Trust
  • Provide Custom Projections and Analysis of Future Education-related Expenses and Apply Necessary Strategies to Fund Specific College Costs
  • Review Financial Aid Options to Determine Which College Funding Resources Will Require the Minimum Out-of-Pocket Expenditures

Why Educational Funding Assistance is an Essential Resource

It’s no secret how expensive and exhausting planning for your child’s higher education is. In fact, the cost of attending college in the United States has tripled in the last 20 years, averaging around $35,720 per student per year, while the average private university student is spending an average of $53,949 per academic year. When you start to factor in student loan interest and loss of income averages, the conclusive cost of obtaining a college degree may exceed $400,000 in the long run. When you enlist our educational funding services, you’re not just figuring out which financial assistance programs and enrollments are best for your financial needs; you’re helping your child better prepare for their own financial future in the process. If you’re ready to learn all the ways you can save money and receive the necessary resources to fund your child’s educational goals, give Fortitude Wealth Planners a call at 231-947-2920, or contact us online to schedule an appointment today!
Start College Planning
JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement
By following the link, you consent to receipt of the Form CRS electronically.
broker check logo

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Fortitude Wealth Planners LLC are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA Fortitude Wealth Planners, LLC and JWC/JWCA are unaffiliated entities.

© 2022 Fortitude Wealth Planners, LLC. All rights reserved.

Facebook Linkedin