Wealth Management | College Education Funding
We serve select business owners, executives, and high net worth families. Our team will assist you in defining your financial goals; developing a plan to help attain these goals; assist in implementing the plan; and monitor your progress over time. We understand that this is an ongoing process, and not a quick analysis with instant solutions. Our approach is to take a long term perspective and treat it as an ongoing process.
C&P Wealth Management can offer solutions on preparing for private schooling and college. By analyzing your current financial situation, time horizons, income tax brackets, and risk tolerance we can recommend the most appropriate investment vehicles to consider.
Your child’s college tuition could be one of the largest expenditures you ever make. And, if you have more than one child, the financial commitment is even greater. The financial challenge you face is shared by millions of others.
Fortunately, American families with a desire to save for future college expenses now have more options than ever before. Traditional investment options are now joined by powerful new investment vehicles including Section 529 college savings programs and Coverdell education savings accounts.
New investment programs bring new opportunities, but they may make decisions more difficult for people who want the best education possible for the children in their lives.
- 529 Plans
- Coverdell IRAs
- Universal Gift to Minor’s Act (UTMA)
- Brokerage Accounts
- Certificates of Deposit (CDs)
- Individual Retirement Accounts (IRAs)
For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc.
For more complete information about the 529 savings plan, including investment objectives, risks, fees and expenses associated with it, please read the issuer’s official statement. The issuer’s official statement can be obtained from your financial advisor. Please read it carefully before investing.
Please consider, before investing, whether your home state offers any state tax or other benefits that are only available for investments in your state’s qualified tuition program. Other benefits may include reduced or waived program fees, matching grants, and scholarships to state colleges. Any state-based benefit offered with respect to a particular 529 college savings plan should be one of many appropriately weighted factors to be considered in making an investment decision. You should consult with your financial, tax or other adviser to learn more about how state-based benefits (including any limitations) would apply to your specific circumstances and you also may wish to contact your home state or any other 529 college savings plan to learn more about the features, benefits and limitations of that state’s 529 college savings plan.