Children or Grandchildren, toddlers or teenagers, its never to late to consider an educational savings account. The right plan is based on your personal circumstances. It could be a tax advantaged account or one with greater flexibility like a UTMA or UGMA account. Our team at Sagent Wealth Management can work with you to determine which option is best for your and your family.
Contact us today and be sure to ask for your complimentary copy of “Saving for College” a comprehensive brochure that provides you with important information on your educational savings account options.