Plan Today for the Opportunities Ahead.

Planning for education costs requires more than just saving—it takes strategy. At Diesslin Group, we help you align your values, resources, and legacy goals to create smart, sustainable education funding solutions.

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Support Learning Without Sacrificing Long-Term Goals

Whether you're funding a child’s future or supporting a grandchild’s dreams, we’ll guide you in structuring education savings with flexibility and tax efficiency."

  • 529 plan setup and monitoring

  • Education trusts and gifting strategies

  • Tax-advantaged funding options

  • Integration with estate and retirement plans

  • Multigenerational planning support

Clear Planning. Personalized to Your Family.

We help you understand the true cost of education and create a funding strategy that reflects your priorities—without disrupting your broader financial plan.

Discovery & Goal Setting

Cash Flow & Needs Assessment

Custom Income Modeling & Tax Analysis

Education Is an Investment. We Help You Make It Wisely.

We offer independent, objective advice that helps you maximize your impact while staying grounded in your financial goals.

  • No product sales—just fiduciary advice

  • Experience integrating education planning into complex wealth strategies

  • Long-term perspective on legacy and gifting

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Empower the Next Generation With a Smart Plan.

Whether you’re saving for one child or building a family-wide strategy, we’ll help you fund education with clarity, confidence, and purpose.

100% Fee-Only Fiduciary Advice  |  Personalized  |  Comprehensive Wealth Management  |  Proactive, Long-Term Financial Planning