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Education Planning

Client Centered

Whether you’re planning to fund your child’s college education or pursuing an advanced degree yourself, John Monaco can help you set a financial plan on to pursue this goal without compromising your progress in meeting other wealth management goals or your tax situation. By reviewing all possible funding options such as scholarships, student loan opportunities, college savings funds, company-funded tuition and more, he can help you create a plan to address the expense of sending your child to college or attending additional college yourself.

Remember: Wealth management is not just for the wealthy. As a Certified Public Accountant, John Monaco helps clients at all income levels properly manage various aspects of their finances, from family risk management to investments, education planning and estate planning. Clients trust John with personalizing financial solutions geared to their particular life situation.

* These services are offered by John Monaco through his affiliation with Avantax.

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