860 N Reading Road
Attending college provides great opportunities to further your education and potential for a career of your choice.
A large factor in this decision-making process is figuring out how to afford it.
Our college financial consultants in Lancaster County, PA have the experience necessary to provide assistance in all stages of financial college planning, such as:
✓ College savings accounts
✓ Applying for financial aid
✓ Making payments
✓ Paying off loans
✓ Managing college debt
✓ Everything in between
Like you, we care about you and your child’s future and want to help make college a reality!
Saving for college can be daunting and may even seem impossible.
Pathway Financial Group’s college financial advisors will help you make a college savings plan. For example, we can help establish a 529 investment account (also known as a 529 college savings plan) designed specifically to help save for education expenses.
Even if you are not sure if your child will attend college you can change the beneficiary on the account to another child or immediate family member including yourself. As long as the funds are being used for education expenses the money can be withdrawn tax-free.
Pathway Financial Group can set up college savings accounts for you or your children designed to assist with saving for education expenses.
We have the tools and experience to show you how college expenses and tuition can be incorporated into your overall financial plan. We will use special planning software and run hypothetical scenarios and examples to show you how saving for college is a possibility.
Schedule an appointment with one of our expert college financial planners today.
Or call us at (717) 690-1335
CPA, CMA, MS
Pathway offers college savings planning throughout Lancaster County, Lebanon County, and Berks County, PA, including Ephrata; Lititz; Manheim; Myerstown; Annville; Jonestown; Manheim; New Holland; Hamburg; Kutztown; Reading, PA; and more.
Now that college is over or you are onto the next degree, you can expect those loan payments to start rolling in whether you’re ready or not. There’s no need to feel overwhelmed, we have advisors who have experience with student loan debt counseling that would be happy to assist you.
Our advisors will help create and go over your budget, set-up a repayment plan, and consolidate loans and other expenses.
Schedule an appointment with one of our college debt counselors today... or call us at (717) 690-1335
Here's a list of examples of what are considered qualified and non-qualified education expenses: