Education Plans

Educate the future

Investing in yourself, your children, or your grandchildren's education is another way of investing in the future. You have a plethora of options when selecting a way to save for college. There are State pre-paid plans, UGMA/UTMA, Coverdell, and 529 plans to consider. 

We Offer guidance in these different plans to ensure your family gets the right plan for their education dreams.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.