Client Services

College Education Planning

The costs of a college education are ever-rising. Funding college impacts the entire family’s lifestyle and impacts parents’ ability to fund other important needs, such as retirement.

With a certified college planning specialist on board, Berk Cleveland Rathmell has the targeted, knowledgeable experience to help you evaluate the most cost-effective solution for your unique situation. We can also help you identify tax-saving opportunities to fund college expenses.

Many families find they have to send a non-working spouse to work, decrease their lifestyle or delay retirement to fund college. Many families have to do all three. Our goal is to help you take advantage of every opportunity you have to provide the college experience you want for your children in the most cost-efficient manner possible.