College Savings


With the expense of college education on the rise, many families find themselves asking How will I afford to send my child to college? What happens if I can’t afford it? The burden of planning for college can be very overwhelming, but don’t worry—we can help. By opening a SMART529 College Savings Plan, you can ease some of the burden.

The SMART529 college savings plan allows you to invest money in an account that grows tax-free, and offers tax-exempt distributions when used for qualified education expenses. This will help your child, and your family, get off to a good start when the time comes!

Visit the FINRA College Savings Calculator.

- Check the background of this firm on FINRA’s BrokerCheck.

- Check the background of this investment professional on FINRA’s BrokerCheck.

Print Friendly
Read Our Reviews
Give Us Feedback!