Education Planning Services

Higher education costs represent one of the most significant expenses many families will face, especially those with multiple college-bound children. Education-related costs have risen steadily over the last decade, making education planning more crucial than ever. However, financial planning for college doesn’t have to be complicated if you have the right financial advisor in your corner. Blakeslee & Blakeslee provides education planning services in San Luis Obispo, CA, Paso Robles, CA, and across the Central Coast.

Our Approach

At Blakeslee & Blakeslee, we encourage a proactive approach to education financial planning. Our experienced financial planners work closely with you to evaluate your specific goals and situation and develop a financial plan to get you there. We help our clients set up college savings plans that will accumulate assets and reduce the tax bite when it comes time to withdraw those funds.

Our Education Planning Services Include: 

  • Setting up a college savings plan for children, grandchildren, or godchildren
  • Strategically accumulating higher education financial assets
  • Reducing tax liability when withdrawing education funds
  • Transferring college savings accounts from one family member to another
Education Planning in San Luis Obispo, CA, Paso Robles, CA, and Orcutt, CA,

Take the Guesswork Out of Education Planning

Higher education is a constantly evolving financial landscape, and it’s normal to have questions. For first-generation college students, financial planning can be particularly challenging to navigate. How much should you be saving and when should you start? How can you get the most out of your investment? What happens to the funds if your child doesn’t attend college?

At Blakeslee & Blakeslee, we specialize in providing objective professional advice and personalized service to help you prepare for any number of scenarios. Whichever savings plan is the right fit, we’re here to help you take control of your child’s or grandchild’s future education, so nothing falls through the cracks.

Not sure where to start?

Let the experienced team at Blakeslee & Blakeslee help you take a holistic look at your finances, your goals, and your prospects.