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Education Planning

Providing educational expenses for your children is an important investment for many people. Spurr Financial will develop unique strategies for your college planning desires including cost projections, the necessary saving strategy and determining the best vehicles to get you there.

  • State sponsored 529 plans

  • State sponsored pre-paid tuition plans

  • Custodial accounts including UGMA/UTMA

  • Trust accounts

  • Other saving strategies

  • Financial aid planning

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