 |
       |
We will help you craft an education investment plan that is integrated into your overall financial plan
Your Vision
Giving your children the best education opportunity
With college costs soaring year after year—and at a much higher rate than inflation—Jack and Lisa know the sooner they start saving, the better off they’ll be down the road. But, implementing a college savings plan for four young children is no simple task. Jack and Lisa want to explore all the available options, particularly those that offer the best tax advantages and the greatest long-term performance potential.
Our Insight
The first step First Western Trust Bank will take as Jack and Lisa's wealth planning partner, is conducting a comprehensive cash analysis. The cash analysis will provide Jack and Lisa the knowledge to determine what they are able to contribute on a regular basis. This information we will use in helping them craft an education investment plan. Their advisor also will explain all the options available to them, highlighting the benefits and potential drawbacks to each. For example, they'll learn more about:
The successful implementation of a college savings plan is accomplished by integrating it into your overall financial plan. That way, you will know exactly what you are able to save on a regular basis. When it comes to investing for college, the sooner you start, the more money you'll likely accumulate by the time the first tuition bill arrives. For more information, please give us a call.
The foregoing discussion is general in nature, is intended for informational purposes only and is not intended to provide specific advice or recommendations for any individual or organization. Because the facts and circumstances surrounding each situation differ, you should consult your attorney, tax advisor or other professional advisor for advice on your particular situation.
Investment Management products and services are: not FDIC insured; not obligations of the institution; have no bank guarantee; may lose value; not a deposit; no federal government guarantee.
Life Insurance products and services are: not a deposit; not FDIC insured; not obligations of the institution; have no bank guarantee; may lose value.
Return to Case Studies list