529 Plans

529 Plans The first-year college tuition bill in 2025 is projected to be $27,104* for an in-state average public education institution and $62,189* for an average private institution. Building the assets you’ll need to fund a child’s or grandchild’s education is a...

Corporate Sponsored 529 Plans

Corporate Sponsored 529 Plans Before your employees enroll in a company-sponsored 529 plan, they should understand all of the relevant factors. Although the following considerations are not exhaustive and may or may not apply when investing in a 529 college savings...

Tom Antram says …

I appreciate the thoroughness of your team in gathering information to give the most accurate value of our company.  Your team was professional and respectful throughout the entire process.  We now have what we need to plan our future succession. All my best, Tom...