Education Planning Services

As part of your Financial Plan or Consulting Service, we can determine which type of savings plan will fit your goals. If you currently have begun to save, we can offer a review, assessment and recommendations to make sure you stay on track.

529 College Savings Plan

If you're looking to save & invest for future education expenses

Some Quick Facts-529 Plans

Tax-advantaged savings plan
Account controlled by owner
High contribution limits
College qualified expenses
K-12 qualified tuition expenses
Repay student loans up to $10k
Can change beneficiary

For additional information or to see if a 529 plan is right for you, schedule a call or appointment.

*Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Investment Account

If you're looking to save & invest for future education expenses without any restrictions

Some Quick Facts

No contribution limitations
Flexible investment options
Account controlled by owner
No restrictions on use

For additional information or to see if an Investment Account is right for you, schedule a call or appointment

Custodial Account

If your're looking to save & invest for a child or minor

Some Quick Facts-Custodial Plans

Adult is custodian at set up
Age 18-25, child becomes owner
Is an irrevocable gift to the minor
Flexible investment options
No limits on contribution amounts
Withdrawals must benefit minor
Could impact Financial Aid

For additional information or to see if a Custodial account is right for you, schedule a call or appointment