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College Financial Planning

College tuition only continues to rise and can be a financial burden, that’s why we’re here to help guide you through this financial investment. Higher education is a hefty price, but with a proper financial strategy and effective wealth management guidance, it’s an expense that can be planned for. Whether you are preparing to send one child to college, or multiple, Pioneer Valley Financial Group can help you begin saving for your college funding now.

When it comes to planning for college, our goal is to help you assess funding options, determine education expenses, and create a schooling strategy customized to your education goals.

Some of our college funding options include:

  • Registered education savings plans
  • Education Trusts
  • Traditional and Roth IRAs
  • Education Savings Accounts
  • Custodial accounts


Contact us to learn more about how we can assist with your college financial planning. Pioneer Valley Financial Group is dedicated to providing financial planning services to clients throughout Western Massachusetts.