Educational funding services are a range of products and services that help families plan and pay for the education of their children. These services can include: assistance with understanding 529 savings plans, pre-paid tuition through particular colleges and universities, and the establishment of a variety of custodial accounts.
Educational funding services are not just for long-term savings; they can also be very helpful when making choices about how to pay for education in the near future or right now. Discussing financial aid packages from various schools and understanding the kinds of loans offered through your child's chosen institution is a valuable way to make sure that your repayment plan is a sound one.
As a family, you have chosen to prioritize education, but it can be a very large and costly experience, especially without an understanding of the various options you have to pay for college or university. A financial planner can help you get a wide understanding of your educational funding options based on your timeline and available resources, helping you to maximize your investment in your own or your child's future.
Your financial planners at Altus Wealth Group can offer insight into how to maximize returns, security, or tax burden reduction in your savings plan in order to help save for your child's educational future with your overall wealth management plan. Our experience provides insight into what kinds of products will provide the healthy returns you and your family want to gain based on your timeline and available capital. Education is an important step in the future, but even if it is just around the corner. A financial planner can help you incorporate your educational plan into a healthy financial future.
Schedule a complimentary meeting with one of our financial managers in Colorado Springs, and discover how Altus Wealth Group can help you achieve your educational fund goals.
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Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
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