Education Planning

With the costs of higher education rising each year, the earlier you start a college savings plan, the better.

Elementary school student looking at computer

 

Whether you want to save for your children or your grandchildren, planning for a college education can be overwhelming. The projected cost of college keeps growing, even if your income isn’t. That’s why it’s important to start planning now.

At Achieva Wealth Advisors, we have experience in helping you find ways to develop college savings plans. We’ll help you determine how much college will cost by the time your child or grandchild reaches college age.

Your advisor will walk you through the benefits of the various educational savings options such as 529 plans and Coverdell accounts. Once you choose a plan, we’ll continue to monitor your investments to make sure they stay aligned with your financial objectives and market conditions.

Our Education Planning services include:

  • 529 savings plans
  • Coverdell education savings accounts
  • Roth IRAs
  • UTMAs (also known as custodial accounts)
  • Trusts

 

Contact

1-727-443-8019 WealthAdvisors@achievacu.com
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