College Services

Funding college education costs can rank among the greatest gifts a parent or grandparent can bestow.  Supporting the educational needs of their children and grandchildren is a legacy many clients wish to pursue.  However, with college costs continuing to escalate faster than the rate of inflation, this financing aspiration can be a daunting task.  Fortunately, there are sound strategies available enabling the ability to provide for college while keeping an eye on your overall financial goals.

ORBA’s experience and knowledge in this wealth management area will help clients prudently plan for these future education costs.  Tax considerations and retirement income needs will be carefully weighed and evaluated to determine the most appropriate approach to reach these lofty goals.  Through vehicles like Illinois 529 college savings plans and prepaid tuition plans, ORBA will help you construct the most effective roadmap to manage college education expenses.

Wealth Management ServicesCollege Services

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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Forward Thinking
Forward Thinking