College Savings
We will provide you with a comprehensive and personalized plan that addresses the following:
- Savings Plan: Based on their age and type of program, we’ll tell you how much you’ll need to save for your child’s college education.
- Investment Selection: We’ve analyzed over 5,000 college savings investment options across all 50 states. We’ll recommend a combination of 529 College Savings Plans and underlying investment options that will minimize fees, maximize tax benefits, and is risk appropriate. If you are concerned about current market volatility, we can help you select investments with guaranteed returns and/or FDIC insurance.
- Concierge Service: We can implement the recommendations on your behalf and set up automatic deposits.* (Coming Soon)
- Check Up: We’ll help you stay on track and make adjustments as things change over time.* (Coming Soon)
To see an example, clock on this sample strategy.
We are currently market testing our College Savings advisory service so the first 25 sign-ups will free. After we launch the service the price will be ($195).
