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EDUCATIONAL PLANNING

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Prepare for Education Costs Without Derailing Your Other Goals

Paying for college—or private school, grad school, or trade programs—can feel like navigating a maze of rising costs, deadlines, and financial aid forms. Whether you’re just getting started or your child is approaching high school graduation, we help you develop a clear, tax-aware education funding plan. With Lighthouse, you don’t have to choose between supporting your loved ones and staying on track with your own financial goals.

Education Planning Concerns We Help Address

“How Much Should I Be Saving?”

We help you project future costs and set a savings strategy that matches your timeline and comfort level.

“Is A 529 Plan Right For Us?”

We explain your options and help you choose the best account type for flexibility, tax advantages, and growth.

“What If My Child Gets A Scholarship?”

We build flexible strategies so your plan can adapt to changing financial aid, scholarships, or school choices.

“Can I Save for College and Still Retire?”

We help you balance competing priorities—so your generosity doesn’t come at the expense of your own future.

“Are There Strategies To Reduce Taxes?”

We guide you on tax-efficient education savings methods and gifting strategies to maximize your dollars.

“I’m Behind—What Can I Do Now?”

Even if you're starting late, we help you create a focused plan to catch up and make smart funding decisions.

Map Out Your Education Strategy with Asset Map

Map Out Your Education Strategy with Asset Map

We use Asset Map to help you visualize where education planning fits into your overall financial picture—so you can plan confidently, not in isolation.


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