COLLEGE EDUCATION PLANNING
Robert F. Fahey Jr. & Associates will work with you to develop a college funding program by reviewing your financial considerations, the rising cost of college and various funding protection programs. Specifically, we will focus on utilizing tax favored investment vehicles such as 529 programs, ROTH IRA, Uniform Gifts to Minors Act (UGMA) accounts and Uniform Transfers to Minors Act (UTMA) accounts.
Through our strategic partner alliances, we will assist with the filing of Free Application for Federal Student Aid (FAFSA) forms in order to maximize the financial aid awarded to recipients.