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Building a Plan for a Better Educational Experience

Prioritize Education

The gift of education is a lifelong offering that opens many doors of opportunity. For some, paying schooling costs seems unattainable. With the help of our education planning services, we can recommend saving and investing strategies to help you pay for your children's education. Prioritizing education doesn't necessarily mean a 4-year degree. We can help you prepare for any of the following educational costs:

  • Prep School
  • Private Institutions
  • College Education
  • Masters Programs
  • Vocational Training

Seize the Opportunity

At O&R Partners, we hope you will be ready to seize the better  opportunities when they present themselves. By including education planning in your financial plan, you give yourself, and the generations who come after you, the gift of taking advantage of the better  opportunities. We can assist you in projecting tuition costs, additional expenses, and the potential for financial aid. Our investing strategies can focus on multiplying assets and putting you on track for the financial confidence  that comes from paying for education without all of the extra debt.

Start Planning Today

If the idea of funding one or more students in their educational endeavors overwhelms you, we invite you to contact us today. Call us at 949-581-2889 or fill in our online form to get more information. We look forward to helping you with your education planning goals.

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