Goals

Recommend investment and accumulation strategies to help you pay for your children's education.*

Our Approach

We assist our clients in implementing strategies to assist in funding education costs for children and grandchildren, including using 529 Savings plans and creative use of Roth IRA’s as college funding vehicles. We explain to clients the impact various funding vehicles can have on need-based financial aid with the objective of optimizing eligibility for financial aid.

* Securities offered through American Portfolios Financial Services, Inc./ Financial Planning through American Portfolios Advisors, Inc.