It’s never too early to plan. College will be here before you know it and it is important to make sure you have enough money saved to ensure your children are prepared for their education.
Investing in education friendly tools like 529 plans is a start. But we take you to the next step. We help you succeed by offering more than just the investment vehicles, we offer education strategies to maximize tax savings and help minimize cost using a wide array of tools, from 529 Plans, Roth IRA’s, Coverdell IRA’s, to creative funding through government loans and private loans.
For more information, please contact our office at 925.462.6007 or visit us online at wealth-mgt.net.