Plan for their education with your family’s future in mind.

Helping a child or grandchild pursue an education is a meaningful goal. It can also bring questions about how much to save, what you can contribute, and how college costs fit alongside your other responsibilities.

At DiMatteo Group Financial Services, we help you think through those questions. Together, we consider your education goals within your broader financial picture, including your retirement and the needs of your family.

Discuss Your College Planning Goals

Whether college is years away or approaching soon, we start with where you are today.

Start With What You Want to Make Possible

Every family approaches education differently.

You may want to cover a portion of tuition, contribute a set amount, or help a grandchild get started. We listen to your priorities and help you consider a contribution that reflects your circumstances.

Our financial planning process connects that conversation to practical next steps.

Explore Your College Savings Options

Choosing how to save involves more than selecting an account.

We help you explore college savings options, including 529 plans and education savings accounts, and discuss the features, limitations, and flexibility relevant to your family.

Your timeline, contribution goals, and other financial needs help guide the conversation. We also identify questions about taxes and financial aid that may require further review.

Understand the Cost of Your Choices

Tuition is one part of the education funding conversation. Housing, books, transportation, and other expenses can also affect what your family needs to prepare for.

We help you compare costs and discuss how different funding approaches could affect your financial picture. Scholarships, grants, savings, family contributions, and borrowing may each play a role.

The goal is to help you understand the choices before making a commitment.

Keep Retirement in the Conversation

Education and retirement goals often compete for the same savings.

Our retirement planning services help you consider your own future alongside the support you hope to provide. We discuss the trade-offs so you can make informed decisions about both priorities.

If you’re considering using retirement assets for education, we can help you review how that decision could affect your broader plan and identify questions for your tax professional.

Plan Across Generations

A grandparent’s contribution can be a thoughtful way to support a child’s future.

As a multigenerational, family-owned financial firm, we understand that education planning may involve several family members. We help you consider how contributions fit with your own needs and coordinate the financial questions that come with shared goals.

Questions Families Often Ask

You can begin by discussing your goals and what you can set aside today. If college is approaching, the conversation can focus on available resources, expected costs, and upcoming decisions.

That depends on your priorities, resources, and other commitments. We help you consider a contribution within the context of your broader financial plan.

Yes. Education planning can include conversations about support from grandparents or other relatives. The account structure and potential implications deserve individual review.

We help you identify funding questions and consider how education costs fit your plan. For current application requirements, deadlines, and school-specific awards, consult the relevant financial aid office and official program resources.

Your education goals may change as your family grows, your finances evolve, or a student’s plans take shape. We can revisit your approach and discuss available options.

College Planning Guidance in Connecticut and Florida

From Shelton, Connecticut, and Redington Shores, Florida, we help families connect education goals with the financial decisions that matter throughout their lives.

Connecticut

1000 Bridgeport Avenue, Unit 506
Shelton, CT 06484

Florida

17715 Gulf Boulevard, Unit 601
Redington Shores, FL 33708

Phone & Email

Phone: 203.924.5420
Email: info@dimatteofinancial.com

Let’s Talk About Your Family’s Goals

You don’t need to know exactly how you’ll fund college before reaching out.

Tell us who you’re planning for, what you hope to contribute, and which questions are on your mind. We’ll help you consider the next step.

Schedule a College Planning Conversation