Preparing for Your Children’s Education Today with College Savings Plans Investing
All parents want a great education for their children. It’s not hard to figure out why. Higher learning opens up a world of better opportunities: two-thirds of jobs today require post-secondary education. As the costs of education continue to skyrocket at a much higher rate than inflation, college savings plans investing can end up being one of the most important investments you make.
At Synergy Capital Management, we’ll make the most of your savings for your children’s future. We consider how much you and your children (or grandchildren) may need and how best to save that amount. From there, we explore all appropriate avenues of college savings plans investing options available, such as 529 plans, Coverdell Accounts, UGMA accounts, Roth IRA’s, Custodial Accounts and individual accounts to help your savings grow. We will then develop an investment strategy that reflects your dollar goals, risk tolerance levels and time frame.
You may have a good strategy for education planning, but do you also have a risk management plan and good insurance for those unexpected expenses? See how we can help you with risk management planning.