Universal Financial Group

Education Planning

Whether youre paying tuition costs now or saving for a future goal, its important to ensure that your education strategy is compatible with achieving your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. Its important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

Since were an independent firm, were under no pressure to recommend proprietary education savings programs or investment products. Our only concern is which program best meets your needs. The following are among the most popular education savings plans available today:

  • 529 Plans
  • Coverdell Education Savings Accounts
  • Uniform Gifts to Minors Act
  • Uniform Transfers to Minors Act

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Securities offered through Securities America, Inc.
A registered broker/dealer. Member FINRA & SIPC.
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Advisory services offered through Beam Asset Management.   Beam Asset Management and the Securities America companies are separate entities.  Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.