Building Wiser Futures

Funding your children’s or grandchildren’s education is one way you can leave a legacy that can continue to give for generations. As one of the largest investments you may ever make, naturally, it requires a bit of planning. Wiser Financial Group experts are here to help you.

Whether you’re starting your planning early, or have a shorter timeframe before that final tuition bill is due, we’ll determine how much you’ll need to save for each child, based on their age. Then, using our knowledge of college financing programs, we’ll work with you to develop an investment strategy that aligns with your circumstances to help provide the funding needed for a professional degree.

Education funding strategies we develop may include:

  • The Kalamazoo Promise
  • Michigan Education Trust (MET)
  • Coverdell ESAs
  • 529 Savings Plans

To learn how the professionals at The Wiser Financial Group can help you plan for education funding, please call us at (269) 372-1430, (800) 292-1472 or complete the online contact form.

Meet Your Education Advisors

  • Wesley Lentz

    Wesley Lentz

    Managing Partner, Financial Advisor, CFP®, J.D.

Meet the Wiser Advisors

Everyone who comes through our doors has their own financial story. We’ll take the time to find a Wiser Advisor for you who has the right expertise to respond to your unique needs.

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6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
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