Saving for College

Whether they want to grow up to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams, as best we can. One of our Osaic Institutions financial professionals can help you; help your children and grandchildren by:

Discussing the different plans available and uncovering what's best for your family

  • 529 Plans
  • Coverdell Education Savings Accounts
  • UGMA & UTMA Custodial Accounts for Minors

Answer frequently asked questions by Grandparents

  • Will Medicaid count my Grandchilds 529 plans as a part of my assets?
  • Can I access the money in the event of an emergency?
  • Can a 529 plan affect my grandchild's chance of receiving Financial Aid?

To learn more about higher education planning needs, contact us today to schedule a free, no-obligation appointment.