Planning for the future starts now.
At Citizens Investment Services, we understand that paying for your children's college education can be financially draining, which is why we work with you to select the suitable plan based on your current situation, and adjust as your financial needs change.
While they say that you can't put a price on a college education, you can act now to put practices into place with the goal to make it less expensive for the future.
Saving for an Education
Different college savings plans have different advantages. We'll explore all your options to see what might be suitable for you and your children, including:
529 Education Plans
These tax-advantaged savings plans encourage saving for future private high school and higher education costs.
Coverdell Education Savings Accounts
These accounts help pay for education costs through tax-free earnings growth and tax-free withdrawals for qualifying purchases.
Learn more about college savings plans.
Schedule your complimentary, no-obligation initial review with a financial consultant today.
The importance of an annual review.
The continual pursuit of success requires an ongoing review of your financial situation and the strategies you have in place. We provide no-obligation financial reviews as needed, providing an opportunity to continually access your strategies throughout the seasons of your life.