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Funding For The Future

Education Funding

happy smiling college student graduation

At Belshaw Accounting, we understand that planning for your child's education is a significant financial decision. Our Education Funding Services are designed to help you navigate the complexities of saving for education. We offer advising for College Savings Plans (529 Plans), Education Savings Strategies, and Financial Aid Planning.

Our Services

College Savings Plans (529 Plans)

529 Plans are tax-advantaged savings plans for future education expenses, including tuition, fees, books, and room and board. At Belshaw Accounting, we can help you with:

  • State-Sponsored 529 Plans: Explore various state-sponsored plans to find the best fit, with potential tax deductions and other benefits.

  • Educational Institution 529 Plans: Learn about plans offered by educational institutions, ideal for prepaid tuition.

Our experts will help you evaluate different 529 plans to ensure you select the best option for your family.

Education Savings Strategies

Every family has unique financial circumstances and education goals. Our team will work with you to develop a personalized education savings strategy, including:

  • Goal Setting: Define your education savings goals based on your family's financial situation.

  • Savings Plans: Identify the best savings plans and investment options, including Coverdell ESAs and custodial accounts.

  • Contribution Planning: Determine optimal contribution amounts and schedules.

Financial Aid Planning

Navigating the financial aid process can be overwhelming. Our Financial Aid Planning services help you maximize your eligibility for financial aid, including:

  • FAFSA Assistance: Guidance on completing the FAFSA to ensure maximum aid eligibility.

  • Scholarship and Grant Research: Assistance in identifying and applying for scholarships and grants.

  • Financial Aid Optimization: Strategies to optimize your financial aid package.

Why Choose Belshaw Accounting?

  • Expertise: Our experienced professionals help you make informed decisions about education funding.

  • Personalized Service: We provide tailored solutions that work for your family.

  • Comprehensive Support: From savings plans to financial aid, we offer a full range of services.

Get Started Today

Investing in your child's education is one of the best decisions you can make. Contact Belshaw Accounting today at (727) 916-7410 to schedule a consultation with one of our education funding experts.

Let our expert advisors guide you to success.
Schedule a consultation today.
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