Financial planning and wealth management for individuals.
For many parents, paying for a child’s college can be a challenge. Time is short and costs are rising every year. Difficult as it is, the sooner parents start their educational planning, the easier the task will be.
At Solaris Private Wealth Management, we offer our client’s three different options they can utilize for their Educational Planning. They include:
For the majority of our clients, we utilize the American Funds CollegeAmerica 529 Savings Plan for their college savings. The CollegeAmerica 529 Savings Plan allows us to invest our client’s education allocated funds into top-rated funds with no commissions, loads or 12b-1 fees.
If you would like to learn more about our college funding options for your children’s education, please contact us at 512.687.3184, or click here to request additional information.