Clear Plans for Real Lives / Education Planning
Education Planning
We help families plan for education in a practical, tax aware way.
Early planning creates more options & helps reduce long term financial pressure.
Tools may include 529 plans, Coverdell accounts & custodial accounts. Each has different tax benefits, flexibility & control features depending on your goals.
For higher net worth families, we also coordinate with your tax & legal professionals on trust and gifting strategies to support education funding across generations.
Our focus is aligning education goals with your overall financial plan so future learning is funded in a clear, efficient & sustainable way.
Clear Plans for Real Lives
Tax Strategies
We are not your CPA. But we look at your full financial picture to suggest new strategies to your CPA as they work to cut your taxes.
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Family Centered Office
We are easy to reach & quick to respond. We give you solutions. Using our trusted specialists, when needed. We offer secure storage of important documents.
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Wealth Protection
We help protect the wealth you worked years to build, from risks tied to young drivers, rental properties, unexpected estate taxes or illiquid assets.
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What Clients Say
“Simon Hobbs is exceptionally responsive. I can ask anything and not be treated as if I am stupid. But most important, Simon LISTENS to me!”
Real Estate Agent, Age 64 · Palm Springs · 06/26/2025
Each statement under ‘What Clients Say’ is a testimonial by a client of the financial professional, on dates shown in each case. The client has not been paid nor received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
The Kitchen Table Guide
A free guide with 12 talks about money, wishes and the people you love, plus a worksheet for each. Built for every kind of family, chosen family included.
Talk With Simon · simon@calfp.com
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