College Planning

As the cost of college continues to outpace inflation, Trent Capital has the expertise to advise parents and other relatives about opening and funding investment vehicles, such as 529 Plans, Education Savings Accounts or Custodial accounts, to help plan for college costs.

Depending on the investment program, we may be able to open the account, advise on how much to contribute and consult on where to invest the funds in a way that will ensure that funds for college are available as they are needed and to track the programs progress over time. Since no one program fits every family, Trent Capital will consider your tax bracket, your child’s age, how much control you want over investments and how much financial aid you expect to get.