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Saving for Education

For Individual Investors

Saving for Education

Education funding and beyond

If you’re like many investors, you’ll send your children off to college long before you retire. Wondering how to afford rising tuition costs has become a rite of passage for today’s parents.

We can’t bring down the cost of college, but we can offer you a solid college savings plan. It all begins with making intelligent choices about the investment vehicles that can help ease the costs as your child approaches and enters college.

Leveraging our MASTERPLAN® approach and using tools like the Coverdell Education Savings Account and 529 Plan, we can build an education funding strategy that achieves your goals, maximizes tax relief and works seamlessly with other aspects of your financial plan to help you achieve a higher level of confidence in your higher education plan.

 

Experience.

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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.