Get smart about savings.
As helpful as a 529 can be to your children’s future, navigating the complexities—like contribution limits, investment choices, and tax implications—can feel overwhelming. That’s where Range comes in.
Go beyond a 529 plan.
At Range, we don’t just help you set up a 529; we offer comprehensive Education Planning Services tailored to your financial situation and goals.
Our Certified Financial Planners conduct a complete education needs analysis, review your current savings and contributions, and estimate the success rate of your education funding plan. We then present you with actionable steps, whether it's adjusting contributions, opening new accounts, or identifying potential trade-offs you might need to consider.
Ready to get started?
Range is here to make wealth management simple—from Education Planning to Tax Optimization, to Investment Management.