PERSONAL FINANCIAL PLANNING SOLUTIONS

With all the demands and decisions that parents face, one important aspect is often unintentionally overlooked – planning for college expenses. With college cost rising much faster than inflation in recent decades, it’s never too early to begin saving for these significant events.

Occams education funding services include:

• 529 Plans
• Coverdell Education Savings Account
• Custodial Accounts
• Evaluate Lump Sum or Systematic Savings Plan
• Private Foundations & Educational Scholarship Funding
• Uniform Gift to Minors Act/Uniform Transfer to Minor Act Accounts

Let’s secure your child’s education. Today.