Education Planning

Education Planning Services

A good education opens the doors to a brighter future, but the rising costs of college tuition are making it more difficult than ever to pursue a degree. Education planning with Thiesen Dueker Modern Wealth Management can help you find smarter and more effective ways to manage your money so you can save for what’s truly important in life. Give your loved ones the financial support they need to pursue a college education without the worry of student loans and debt down the road.

Education Planning Options to Grow Your Savings

No matter how much you plan to save long-term for college tuition, there are many ways you can minimize your tax burden while enjoying maximum returns. A 529 plan is a great option for many people who want to give the gift of a debt-free education to a friend or family member. However, other options exist, including:

  • Coverdell Education Savings Accounts
  • Uniform Gifts to Minors Act
  • Uniform Transfers to Minors Act


At Thiesen Dueker, we recognize that every family is different and everyone has a unique financial vision for their future. Our experts can help you choose the right education planning approach so you can give the gift that truly keeps on giving.

Contact Us Today for Your Education Planning Needs

No matter what your goals are, Thiesen Dueker Modern Wealth Management is here to help. Contact us today to learn more about these and other financial planning services to help you set a course for a better tomorrow.

Have a Question?

Lets Talk.

 

Contact Us Today!.