Education Funding
Help plan for their success.
Funding education can be a stressful topic but we aim to help with some of that anxiety. The variety of options and plans available for education funding can seem overwhelming, and these are just a few of your options.
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529 College Savings Plan
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Coverdell ESA Plans
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Custodial Minor Accounts (UGMA/UTMA)
Ready to talk through your options? Schedule some time with our office to discuss how to balance your child/grandchild’s education and your retirement.
Ready to talk to us about managing your education funding plan?
Call us at 217.277.0159 to discuss your needs and plans for your future.
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