Education Planning

Ironwood Investment Counsel believes education costs for dependents represent a substantial liability for some clients.  We coordinate comprehensive education funding solutions.

We assist our clients by implementing an overall strategy which may include 529 plans, education savings accounts and individual retirement accounts.  We monitor the strategy and provide ongoing recommendations.

*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Ironwood does not serve as an attorney, accountant, or insurance agent. Ironwood does not prepare legal documents or tax returns, nor does it sell insurance products.