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Personal Finance - Education Planning
College tuition costs
are continually rising and families are finding themselves
faced with the concerns of financing
their child’s education. Planning early will help
you maximize your resources to meet those future needs.
FDG works with you to review the many factors that may
impact your children’s education fund – grants,
scholarships, gifts from grandparents - and the best ways
for you to save for your child’s future.
•
Section 529 Savings Plans*
•
Coverdell (Education IRA) Savings Account
•
UGMA/UTMA
* Investments are offered through Park
Avenue Securities LLC (PAS). Securities products/services
and advisory services are offered through PAS, a registered
broker/dealer and investment advisor.
PAS is an indirect wholly owned subsidiary
of Guardian.
Financial Design Group, Inc. is not an affiliate or subsidiary
of PAS.
PAS is a member of FINRA, SIPC.
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