College Planning Checklist for Parents and Grandparents - Bernicke Wealth Management

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College Planning Checklist for Parents and Grandparents

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College Planning Checklist for Parents and Grandparents

College Planning Checklist for Parents and Grandparents

  • How to grow a tax-free college education fund.
  • How to get a deduction while contributing towards future college costs.
  • How to help your grandchild significantly reduce college costs through the use of AP classes.
  • When and how to apply for financial aid.
  • How to evaluate colleges for the best value.

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Checklist_College Planning Checklist for Parents and Grandparents

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

  • This field is for validation purposes and should be left unchanged.