Saving for College
Planning for college can be overwhelming, but with the right financial strategy, we aim to set your child up for success without compromising your own financial well-being. At Schneider Financial, we specialize in helping families like yours navigate the complexities of college savings. From selecting the right savings plan to identifying tax-efficient strategies to how and when to take distributions, we’ll guide you every step of the way. We tailor our recommendations to align with your goals, timeline, and budget.
We’re not just advisors - we’re parents saving for college too. We understand the sacrifices and strategic decisions involved in planning for your child’s education. That’s why we approach your financial goals with the same care and diligence we apply to our own.
By working together, we’ll build a personalized plan that balances saving for college with other priorities, ensuring you can give your child the best start in life while staying on track for your family’s future. Let’s make your college savings journey manageable and stress-free.
Schneider Financial Management LLC
1585 Springfield Ave | Maplewood, NJ 07040
1099 Mount Kemble Ave | Morristown, NJ 07960
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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Tax preparation services offered through Schneider and Company CPAs and Arciprete, Schneider & Company CPAs, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
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Phone: (973) 683-1100