top of page



Education Planning

The world has changed and college costs have escalated to heights that we would have never imagined a few years ago.  Many of our clients value private and college-preparatory schools, not to mention college and graduate school education, and want to alleviate some or all of the burden of educational costs for their children or grandchildren. 


If this is an area that is of interest to you, we can provide projections of future education costs and strategies to fund this significant expense in a tax-efficient, methodical manner that is integrated with your other financial goals and objectives.

More Services:  > Investment Advisory Services

Interested in learning more about SilverOak?

Contact Us

Thanks! Message sent.

bottom of page