Services

College Funding

Every parent understands the need to save money to cover the costs of a college education for a child, but not every parent understands the options available to them to fund such an important event in the child’s life. Poor planning can force parents to cut back on everyday living expenses, liquidate retirement plans, borrow from insurance policies, mortgage their homes, and even seek additional employment to fund college costs. There are better options available. Let us help you explore your options and develop a plan to meet this very important goal.

Programs Available:

  • 529 College Savings Plans/Qualified Tuition Program (QTP)
  • Coverdell Education Savings Account
  • NEST 529 College Savings Plan
  • InvestCo CollegeBound 529 Plan

Comprehensive Advice

We tend to the details without ever losing sight of the big picture.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (844) 58-BRAIN
  • E-Mail:
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Clients

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