Education Investment Fund


Education Investment Fund

You and your family can look toward the future far more positively when you have a well planned education costs strategy firmly in place.

Reaching your education funding goals and getting all the benefits they deliver is easy when you work with a savvy financial professional.

What you’ll get:

  • A timely, diverse college investment strategy designed to work with your financial resources, child’s age, risk tolerance and projected educational costs.
  • You’ll discover tax credits and deductions which can help defray education costs, and the tax implications of education related investment and saving choices.
  • You’ll receive¬†recommend ways for your student to get involved in the planning process and even contribute to the education investment fund.
  • Keep your plan updated with changes in your employment, investment options, savings plans, financial aid requirements and existing tax laws.

Please contact us at 423-710-2009 to set up your free education fund planning appointment or if you just have a question about education planning fill in the form to the right and we’ll get you an answer shortly.