Strategic Wealth Concepts,
2240 Saratoga Drive,
Children College & Education Planning
Building an education fund for your children is a fantastic goal. With so many tools like 529 plans, Coverdell Education Savings Accounts, UTMA’s, it can be overwhelming. We can help you navigate the best way to meet your goals.
Congratulations on deciding to enhance your future. To build upon this decision to create a healthy financial future, here are some additional ways that we can help you.
a. Early Cash Access Programs
b. Tax Reduction Retirement Planning
c. Tax Exempt Strategies