Education Planning

It’s time to consider the rising cost of college/university for your loved ones. From room and board to books and more, KROST Wealth can ease worry over what has come to be one of the largest financial investments in early adulthood. Proactive planning can turn years of stress and financial pressure to no more than a simple transfer from a savings account or other. Learn what options you have to save for higher education, often tax-free.

  • Education Savings Accounts
  • 529 College Savings Plans
  • UGMA/UTMA Accounts
  • Trust Services

Education Planning Insights

Questions about Education Planning?

Contact us today. Our dedicated team is happy to help.