Service Overview
College Planning
Structured saving conversations for future education expenses.
What it is
Education planning considers the time until enrollment, contribution flexibility, and the range of available account types, along with how saving may interact with financial aid.
Who this may be for
Parents, grandparents, and guardians planning ahead for education costs.
Why choose SO Financial Agency
As an independent agency, SO Financial Agency is not tied to a single carrier. Sandra Owusu works with you directly, from the first conversation onward.
- Personalized planning
- Responsive support
- Competitive coverage options
- A digital-first approach with a human touch
- Clear guidance at every step
How it works
1. A first conversation
You tell us about your situation, your goals, and what you want to protect or plan for. No obligation, no pressure.
2. A clear review of options
We compare the options available from the carriers we work with and explain the features, costs, and tradeoffs in plain language.
3. You decide, we handle the paperwork
If you choose to move forward, we guide you through the application and stay available for questions afterward.
Insurance products are subject to carrier approval, policy terms, conditions, and availability. This website provides general information and is not a contract or guarantee of coverage.