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 Create A Future Full of Possibilities 

Is their education plan ready for tomorrow?

Help your children or grandchildren explore the opportunities that excite them and shape their future.

College savings can feel complex, but with expert guidance, you can make choices that are intentional, informed, and aligned with their goals.

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Financial Planning and Wealth Management in New York
Financial Planning and Wealth Management in New York

Seeing the True Cost of College

The cost of college isn’t just what’s listed in a brochure, it’s unique to each student, factoring in scholarships, grants, and tax benefits. Understanding the real price gives you the clarity to make intentional decisions and ensure their path is supported every step of the way.

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Investing in Their Future

Giving your child or grandchild the gift of education goes beyond tuition.  It’s an investment in their potential, freedom, and dreams. A 529 Education Savings Plan allows you to grow your savings efficiently while keeping your options flexible.

Why a 529 Plan Can Work for You:

✔ Grow Tax-Free – Earnings grow without federal or state income tax,
      and withdrawals for qualified educational expenses remain tax-free.

  • ✔ Save More, Faster – Higher contribution limits let you fund a
          meaningful portion of education costs over time.
  • ✔ Flexible Funding – Use the savings for college tuition, K–12 tuition,
          apprenticeships, and student loan repayment (up to $10,000 lifetime
          per beneficiary).
  • ✔ Ongoing Guidance – Access knowledgeable support to ensure
          your savings are on track for the future your family deserves.

Investing in Their Future

Giving your child or grandchild the gift of education goes beyond tuition.  It’s an investment in their potential, freedom, and dreams. A 529 Education Savings Plan allows you to grow your savings efficiently while keeping your options flexible.

Why a 529 Plan Can Work for You:

✔ Grow Tax-Free – Earnings grow without federal or state income tax, and withdrawals for qualified educational expenses remain tax-free.

  • ✔ Save More, Faster – Higher contribution limits let you fund a meaningful portion of education costs over time.
  • ✔ Flexible Funding – Use the savings for college tuition, K–12 tuition,   apprenticeships, and student loan repayment (up to $10,000 lifetime per beneficiary).
  • ✔ Ongoing Guidance – Access knowledgeable support to ensure your savings are on track for the future your family deserves.

Estimate Your Child’s College Savings

Enter a few details to see how a 529 Education Savings Plan can grow for their future.

Child's Current Age:

Age at College:

Monthly Contribution ($):

Expected Annual Return (%):

Financial Planning and Wealth Management in New York

Find the Right Way To Save

Saving for a child’s education is about creating opportunities, not stress. We help you explore the options — from 529 plans to other savings strategies — so you can support their future while staying on track with your own financial goals. Every approach is intentional, flexible, and designed to work for your family.

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Give Their Dreams a Strong Beginning

Take the first step toward securing the education they deserve. Explore your options, calculate your savings, and let us guide you in creating a plan that aligns with your family’s goals.

Start Building Their Future Today

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and 529 Product Program Description, which can be obtained from a financial professional and should be read carefully before investing. Depending on your state of residence, there may be an in-state plan that offers tax and other benefits which may include financial aid, scholarship funds, and protection from creditors. Before investing in any state's 529 plan, investors should consult a tax advisor. If withdrawals from 529 plans are used for purposes other than qualified education, the earnings will be subject to a 10% federal tax penalty in addition to federal and, if applicable, state income tax. 

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