Education Planning

Education planning is essential. As parents, we have dreams and aspirations for our children. We want them to have the best opportunities possible. Whether it’s giving them more than we had or giving them all of the love we have, we know that building their lives with a solid foundation is important.

According to the College Board, the average cost of tuition and fees for the 2015–2016 school year was $32,405 at private colleges, $9,410 for state residents at public colleges, and $23,893 for out-of-state residents attending public universities.

That’s certainly more than when we were in school and with ever increasing tuition costs, education planning and saving for education is becoming a much more difficult endeavor.

If you’re saving for your children, grandchildren, or any others, we will assist you in meeting these goals.

At Integrated Life and Financial Planning, we make it our business to help you establish a plan that will provide the best opportunity for your family and for working toward your goals.

Located in Durham, NC, Integrated Life and Financial Planning is an independent financial services firm founded by Jerry Bergner, AAMS CMFC. As a Durham, NC-based Financial Planner, Jerry’s mission is to help you achieve the life YOU envision. His mission is to assist you in supporting the life you envision for yourself and those you care about. If you need help in clarifying that vision, he can work with you on that as well! Book a consultation meeting today.