Financially supporting a child’s education remains a valued gift that a parent or grandparent may give a child. It’s a far-reaching gift – an investment in the child’s future.
During our planning process we develop an affordable, personalized, and tax-efficient investment strategy to pursue the desired goal. We monitor the investment throughout the planning cycle and change allocations seeking to lower risk as withdrawals approach.
As with all investments – earlier is better but never too late.
The LPL Financial registered representative associated with this page may only discuss and /or transact securities business with residents in the following states: WA, CA, CO, WY, FL, NY, MD, OH.
Securities and Advisory Services Offered Through LPL Financial A Registered Investment Adviser Member FINRA/SIPC.
Legal services offered through Law Office of Cynthia J. Cannon. Legal services are not affiliated with LPL Financial.
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