Research

Once we have gained a good understanding of your goals and current financial situation, we will consider what state funding may be applicable, and recommend an investment provider and strategy that may best fit to maximize the efficiency of your savings.

Implementation

After agreeing on an investment strategy, we will sit down and take the application information required to open an account. Once the account is open, you will begin to receive statements so that you can track your college funding progress.

Annual Review

You will receive an annual statement which details the yearly progress of your savings. We encourage you to come review these statements with us in person and discuss any changes that may have occurred and could affect your savings strategy–such as a newborn baby, new job, or home change. Ideally, this discussion would occur in conjunction with your retirement and insurance planning strategy review–but we would be happy to discuss college planning independently, as well.

_{Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer’s official statement and should be read carefully before investing.}

_{Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investing in any state’s 529 Plan.}