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2002 Boston Road, Wilbraham, MA 01095

413.333.5459
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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.

PNCU Investment Services our LPL Financial Advisors can help you; help your children and grandchildren by:

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

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
Answering questions frequently asked by Grandparents:

Answering questions frequently asked by Grandparents:

  • Will Medicaid count my grandchild’s 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.

**There are additional fees associated with 529 savings plans. Investments in 529s involved investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing.

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