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Meridian Advisory Services, LLC

 
Financial Planning Strategy for Preferred Customers

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Education

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Funding For College: Besides investment options, taxes and financial aid need to be determined. From the time a child is born, their future educational needs are assessed and planned.
 

With your proposed additional funding, you may be able to fund 42.26% of you education goals. We can help you consider alternatives to support your education plan.

Some alternatives would include: Student loan options 
                                                     State College Savings 529 Plans 
                                                     State College Savings Pre-paid Tuition 
                                                     IRA's 
                                                     UTMA Accounts 
                                                     Educational Deductions and Credits

College Savings options

Education Advisor image

www.Meridian-Advisory.com 
A service of Meridian Advisory Services, LLC
Registered Independent Investment Advisors and Certified Financial Planners
Devoted to the protection of your wealth and growth of your assets

Northwest Michigan
(231) 237-9715

Southeast Michigan
(248) 390-7252

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