Planning for A CHILD’S FUTURE

 

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.

There are a variety of investment vehicles and tax-efficient options to contribute to the cost of higher education. As your trusted partner, our knowledge and professional guidance can help you analyze the tax benefits, ownership structure, risk and contribution limits involved – even what to do with your leftover education funds if your aspiring academic earns a scholarship.

  • 529 College Savings Plan
  • UGMA/UTMA Custodial Accounts

The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.
Miguel de Cervantes