Planning for Your Child's Education
Your dreams for your children are important. Let us help you put a college education within reach.
A 529 plan is an option to consider when planning ahead for your child’s or grandchild’s college education. A 529 plan is a tax-advantaged savings plan designed to help you set aside money for college expenses. Some states offer tax advantages to investing in a 529 plan. We encourage you to consult your tax advisor to review your particular situation.
Other options for investing in a college fund include the Coverdell Education Account and the Crummy Trust.
We can help you select a plan that fits your investment management program to meet your college planning goals.
Contact us to learn more and schedule a complimentary consultation.
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Investment Management services are offered through Fidelity Institutional Brokerage Group.
Securities are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Fixed Insurance is offered through Consolidated Life Producers.
Services, securities and insurance offered through Independence Financial Advisors, LLC and Fidelity Institutional Brokerage Group, Infinex Investments, Inc. and Consolidated Life Producers are not FDIC-insured, are not deposits or obligations of nor guaranteed by Franklin Savings Bank or its affiliate. These products are subject to investment risk, including possible loss of value and are not insured by any federal government agency. For more information about a particular security, ask for a prospectus. Please read it carefully before making an investment.