Heritage Financial Planning

College Funding

Paying for college is one of the biggest financial challenges many families face.

Planning for College

Paying for college is one of the biggest financial challenges many families face. For some, the only greater financial burden comes from buying a home. The ideal approach would be to start investing in your child’s future as soon as they are born, but circumstances do not always allow for such a thing. As a result, it is not uncommon for families to worry about where they will come up with the money to pay for a full four years of college education.

STEVE BLANKENSHIP | Founder and CEO of Heritage Financial Planning

The Heritage Difference

When you bought your house, you probably had a realtor to guide you through the pitfalls, confusing terminology and unfamiliar parts of the process. There’s no reason you shouldn’t have a similar guide to help you with college funding.

There is a lot to know when it comes to college funding. Even if you have been saving for your child’s college, you may not be able to tell at a glance if you will have enough to make it all the way through. A qualified financial planner can help.

If you live in the Dallas area, Heritage Financial Planning would like to talk to you about college funding solutions. Wealth management for college savings is one of our areas of expertise. You must have a sound financial plan when it comes to preparing to pay for a college education.

Our financial advisor experts will work with you to look at your goals for your child’s education, look at what products you have already invested in to pay for that education and how much time you have for those investments to mature. We can also help you with estimating how much financial aid you can expect to receive in the form of grants, scholarships or loans, and use the totality of options to inform your investment strategy.

Heritage Financial Planning is a fee-only independent firm. We make our money on fees, not on commissions and not based on our relationship with any specific college funding sources, so our only obligation is to you. We only advise you to invest in a particular college funding option if we believe it is the best choice for you and your family — we do not benefit if you choose one option over another.

We are fiduciaries, not financial product salespeople. We have an obligation to act in good faith and in your best interests, not in our own. You can relax and be confident in the knowledge that we are providing the best advice for your college funding plan we possibly can.

It is never too soon to start planning for a college education. If you live in Dallas or related areas like Frisco, Southlake, Fort Worth, Grapevine or Plano, and you’re ready to start on the road to peace of mind when it comes to college funding now, contact us online right away.


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10440 N Central Expressway
Suite 1540
Dallas, TX 75231