Education Savings Plan

Life Comes at you fast. We can help you keep on top of what’s important. The sooner you start saving for education the better.

 

Whether you're new to saving for education or have been socking away money for a while, it's a good idea to work with a financial advisor to walk step-by-step through your strategy.

  • 529 Education Saving Plans

  • Custodial Accounts

Why invest in an Education Savings Plan?

 

Tax advantages
Earnings grow federal income tax deferred and qualified withdrawals are federal income tax free.


Flexible use of funds
Utilize the funds for a wide range of college expenses at accredited schools nationwide, in addition to tuition
expenses for K-12.


Many investment choices
Choose either an age-based strategy or a custom strategy.

Contact Freedom Trail Financial today to discuss your options.

Freedom Trail Financial at Dove Mountain

12120 North Dove Mountain Blvd., Suite 182, Marana, AZ 85658

Office: 520-612-7781  |  Cell: 321-277-2270  |  Email: dkarlsberg@freedomtrailfinancialaz.com

Investment  Advisory Services offered through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Freedom Trail Financial at Dove Mountain are not affiliated.

 

Freedom Trail Financial at Dove Mountain is licensed to sell insurance products in the following states of: Arizona (AZ), Florida (FL), and Georgia (GA).

 

Check the background of this Investment Professional on FINRA'S BROKER CHECK.

 

 

 

© 2019 Freedom Trail Financial. All Rights Reserved.

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Freedom Trail Financial, Marana, AZ, Investment Advisor, Financial Advisor