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College Planning Strategies

We create help to fund children’s or grandchildren’s college educations in a tax-efficient manner.

  • Establishing the appropriate college savings account
  • 529 Plans
  • College Savings Plans
  • Coverdell Accounts
  • Inflation adjustment for future college expenses
  • Room & board 
  • Public vs Private
  • Time horizon for savings needs
  • Tax-efficient strategies
 

Contact

Office: (402) 454-7204

Toll-Free: 866-603-7047

Mobile: (402) 922-8686

Fax: (402) 454-7210

770 North Cotner Boulevard

Suite 411

Lincoln, NE 68505

Series 6, 7, 24, 26, 63, 66

jason@fp-wealth.com

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Securities and investment advisory services offered through SagePoint Financial, Inc [SPF]., member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.

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