Education Planning

There are more options available than ever before to save for future education expenses.  Traditional investment options—savings accounts, taxable investment accounts, annuities, and U.S. Savings Bonds—are now joined by powerful new investment vehicles including Section 529 college savings programs and Coverdell education savings accounts.

We advise on the most suitable savings method for you to meet your savings goals while utilizing state and federal tax savings strategies.

 

 

 

 

 

 

We currently have individuals licensed to offer securities in the states of AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, MI, SC, TX, VA, WA and WI.  This is not an offer to sell securities or provide investment advice in any other state or jurisdiction.