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College Planning

You want the best education possible for your children or grandchildren. But the cost of college tuition is more expensive than ever, and current trends suggest the price tag will only continue to increase. And with so many investment options out there, the learning curve can be overwhelming.

HFG Wealth Management helps you navigate through the education planning decisions and the many savings strategies, from 529 plans to prepaid tuition programs. We can also structure an education savings plan that may lower your income and estate taxes. Some of the services we offer related to college planning include:

  • Performing financial modeling and analysis to set your education savings targets.
  • Helping you understand the options available to you, including savings vehicles such as 529 college savings plans, UGMA (Uniform Gifts to Minors Act) and UTMA (or Uniform Transfers to Minors Act) custodial accounts, and Coverdell Education Savings Accounts.

We provide practical, independent advice to develop, implement, finance, and manage a successful college funding plan. Let the HFG team help you establish your education planning goals while also accounting for your wealth management and personal finance priorities. After all, few gifts are more valuable or lasting than the gift of higher education.

INVESTMENT
ADVICE

Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
Tax Impact Analysis
Asset Transition Analysis

Copyright © 2017. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]