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.