Looking for a College Planning Advisor in Michigan?

Next to saving for retirement, the most significant financial challenge is probably saving for your child’s college education. We are aware of our client’s concerns:

• How much should I save?

• How much should I contribute each year?

• How much will a college education cost when my child turns 18?

• What if my child gets a scholarship?

• What if my child decides to tour Europe instead of going to college?

• Can I cash out the account and take a dream vacation?

We empathize with these concerns and incorporate them into your overall financial plan. In Michigan, there are quite a few options you have in saving and preparing for your child’s higher education. One way we implement education planning into your financial portfolio is by assisting you in setting up a college savings plan.


Set up a Time to Chat:

Calendar is loading...
Powered by Booking Calendar



529 Plan
529 Plans have the following benefits:

• You pay no taxes on the accounts earnings.

• The child does not have control or access to the account – you do.

• If the child does not want to go to college, you can roll the account over to another family member.

• Anyone can contribute to the account.

• There are no income limitations that might make you ineligible for an account.

• If the child gets a scholarship, any unused money can be withdrawn without paying any penalty (just the tax).

Contact Us

Summit Financial Consulting

Working With People You Trust.

43409 Schoenherr Road, Sterling Heights, MI 48313

Phone: 586-226-2100
Fax: 586-226-3584


Check the background of your financial professional on FINRA’s BrokerCheck

Our Office

Summit Financial Consulting

The Fine Print

Investment advisory services are offered through Summit Financial Consulting, LLC, a MI registered investment advisor. Insurance products and services are offered through Summit Financial Consulting, LLC.  Summit Financial Consulting, LLC and its representatives do not render tax, legal, or accounting advice. Summit Financial Consulting, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.