Free Assessment
Whether you're saving for a child or grandchild, this quick quiz will help you understand where you stand — and what steps could make the biggest difference.
Take the QuizWhy This Matters
The average cost of a 4-year degree now exceeds $100,000 at public universities and $200,000+ at private institutions. And those numbers continue to rise at roughly 3-5% per year.
Whether you're a parent planning early or a grandparent who wants to help, understanding where you stand is the first step toward closing any gap.
How much you've saved and whether your current trajectory aligns with projected college costs.
Whether you have the right savings vehicles in place — 529 plans, Coverdell ESAs, or other accounts.
Your understanding of total cost of attendance — tuition, room, board, books, and hidden expenses.
$112K
Average 4-year cost at a public university (in-state, 2025)
$260K
Average 4-year cost at a private university (2025)
3-5%
Annual rate college costs continue to rise
Every month you wait is a month of compound growth you miss. A $300/month contribution starting at birth could grow to over $115,000 by age 18 in a tax-advantaged 529 plan.
Our advisors help families across Florida, New York, Louisiana, North Carolina, Illinois, and Pennsylvania create college savings plans that work alongside their other financial goals — not against them.
Talk to an Advisor
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.