"I have worked with other financial advisors in the past and have honestly never met one who is as competent and thorough as Gayle...She took the time to get to know me...and always takes the time to explain everything to me... I enjoy working with Gayle and I look forward to many more years of a successful relationship."

-John B., Director Global Technology Services Westchester, NY

Education Planning


With the costs of higher education soaring, do you have an effective strategy to accumulate the funds needed for yourself, your children or your grandchildren?

• Are you considering public or private education?
• Is a 529 plan an option for you?
• Is an UGMA/UTMA a suitable vehicle?
• Have you factored inflation into the calculation?
• Are you a candidate for financial aid?
• Will scholarship dollars be available?
• How are your dollars invested?  
• What asset allocation mix have you selected?
See Gayle Lob on Bloomberg's Funding College:

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