Phone: 859.543.8188

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Education Planning

Higher education is often one of the most expensive and important investments our clients make. Saving for education should be convenient, so we select plans that allow our clients to contribute automatically on a monthly or discretionary basis.

We recognize that when it comes to creating and preserving generational wealth, your children are the focus of the plan. We provide advice in the selection of suitable educational savings plans by evaluating the advantages and disadvantages of each type of plan.

 

Investments & Financial Planning, LLC., 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 | Office  859.543.8188 | Fax 859.543.8242

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Investments & Financial Planning, LLC is an independently owned Registered Investment Advisor.  Securities offered through Securities Service Network, Inc., Member FINRA & SIPC  

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  Investments products and services available only to residents of: Arkansas, Florida, Georgia, Indiana, Illinois, Kansas, Kentucky, Missouri, Maryland, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington.

 

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