Education Planning

Grand Rapids-based Education Planning Services

529 plans for free, for clients’ children

If your financial goals include covering college education expenses for a child or grandchild, it’s important to start the education planning process early. By diving deep into your goals for your children’s education, we can help you implement a variety of tools and strategies to create a custom college savings plan with a goal of minimizing taxes and maximizing your ability to cover the rising costs of college.

  • 529 plan implementation and monitoring
  • Tax-efficient college savings strategies
  • Coverdell education savings accounts
  • Custodial accounts such as UGMAs and UTMAs

Disclosure: 529 plans provide financial professionals compensation via the underlying mutual funds, which requires the financial professional to be registered with a broker-dealer. Hill Island Financial is not registered with a broker-dealer. However, to best suit our clients’ needs, Hill Island assists with 529 plans and collects no compensation. We cannot accept traditional 529 compensation, and we do not charge a financial planning fee associated with our college-planning work.

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We take a collaborative team approach. Our team members have diverse professional backgrounds and demonstrate the highest level of integrity and commitment to clients.

Kevin Toler, CRPC®, APMA®

Partner & Private Wealth Advisor.