Fund tomorrow's tuition without mortgaging retirement.
We combine 529 plans, custodial accounts, and cash-value life insurance to fund education flexibly — while preserving financial aid eligibility and your retirement plan.
Benefits
529 and permanent life vehicles grow tax-deferred, and can be spent tax-free.
Some assets sit outside FAFSA reporting, preserving need-based eligibility.
If the child skips college or wins a scholarship, your funds are not stranded.
FAQ
For many families, yes. For high-earners or business owners, blending vehicles offers more flexibility.