Educational Savings Plans

Children or Grandchildren, toddlers or teenagers, its never to late to consider an educational savings account. Which one is right for you will depend on your personal circumstances. Maybe it’s a Tax Advantaged 529 plan or maybe you would prefer the greater flexibility of a UTMA or UGMA account. Regardless, a trusted Advisor at Sagent Wealth Management can work with you to determine which option is best for you 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.