Actis Wealth Management

Education Planning PDF Print E-mail
Written by Administrator   
Sunday, 20 February 2011 11:18

It might be hard to imagine now, but your children will be heading off to college sooner than you think. The question is - will your savings be ready too? Just like any major financial goal, funding higher education can be achieved with commitment and careful planning. To help you prepare for the high cost of education, we can create highly-effective, tax-advantaged strategies that can help you meet your education funding goals.

We can assist you with the following savings options:

  • 529 Plans
  • Coverdell Education Savings Accounts (ESA)
  • Pre-Paid Tuition Plans
  • Permanent Life Insurance

Last Updated on Sunday, 20 March 2011 14:32
 

Our Team

Brian Weckman
President
bweckman@actiswealth.com
Brian M. Thompson
Independent Wealth Manager
bthompson@actiswealth.com

Actis Wealth Management
9295 Bishop Dr Ste 105
West Des Moines, IA 50266

Phone: (515) 440-1334
Toll Free: (866) 440-1334
Fax: (515) 440-1295

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