College Savings Plans

Invest in your child or grandchild’s future with a college savings plan.
Help give them a bright tomorrow.

Pay for college while still saving for retirement.

This might be the biggest question people ask as they’re thinking about life after their career. The good news is: We helped guide hundreds of individuals—each one unique—through it all.

You’ve got lots of options available to you.

There are a variety of resources you can utilize to help cover your kids’ college expenses. We’ll help you understand and navigate the avenues that work for you:

  • 529 plans
  • Trust funds
  • Financial aid
  • Custodial accounts
  • Coverdell Education Savings Accounts
  • Stocks, bonds, and mutual funds

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

Qualified Coverdell Education Savings Account distributions are not subject to state and local taxation in most states.

Getting started is easy.

  • Schedule a call.
  • We’ll connect, chat through your options, and build a plan that fits your unique path.
  • Go forward in confidence—your kid or grandkid will thank you!