College Funding Planning
Our specialized team will put together a comprehensive plan for the future of your children or grandchildren. We review current college costs and projections for the future costs of tuition. We will evaluate your existing funding program for its time horizon, risk, and potential return. An accurate determination will be made regarding the annual savings or lump sums needed to reach your goals and the appropriate investment approach for each child. We will evaluate the most appropriate funding method to address these costs. We will of course, assist in implementing the plan as well.
Our College Funding Planning Services Include:
- UGMA
- UTMA
- US Savings Bonds
- Education IRA
- College Savings Plans (529 Plans)
- Gifting Methods and Strategies
- Multi-generational Planning
Securities and Investment Advisory Services offered through Summit Equities, Inc., Member FINRA/SIPC, and Financial Planning Services offered through Summit Financial Resources, Inc.
4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666
Individual investments, investment services, or strategies mentioned herein may not be suitable or appropriate for every investor or every situation. You should not make any investment decision without first consulting your financial advisor and conducting your own research and due diligence, including carefully reviewing the prospectus and other public filings of the issuer. Investing in capital markets involves substantial risk. You should be aware that investments can fluctuate in price, value and/or income.
