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South West Houston 529 Savings Plan

Have you been online searching for a South West Houston 529 Savings Plan? If so, then you’ll love the services that Potter Financial has to offer. Thanks to over six years in the financial services industry, we have everything required to help parents when saving for college. Although financial aid can help students pay for higher education expenses, it isn’t always enough. As a result, many bright students are faced with the harsh reality of extremely costly attendance costs. Potter Financial is here to assist families in finding the best ways to save for college. With college savings plans, financial advice, and responsive support, we’re able to guide clients as they pursue their financial goals.

When dealing with your child’s college education, you should always make sure you are as informed as possible. With Potter Financial, you’ll receive quality one-on-one consultation services that’ll give you information on what types of savings accounts are available to you. Additionally, we’ll analyze your current financial situation so we can work towards you getting the account and financial plan that best fits your specific circumstances. The goal here is to help our clients reach their financial planning through careful planning and attention to detail. With our expertise and services, you’ll have great chances of saving enough money to send your kids to college.

South West Houston 529 Savings Plan

South West Houston 529 Savings Plan

College Savings

A time will come when your child(ren) are ready to attend college. Sure, deciding where they want to go is an important step in this process, but so is making sure you have a good plan on how to pay for the education. For some, figuring out how to pay for a fine education can be a daunting task. Fortunately, with a good financial plan and attention to detail, paying for your child’s college education – and talking about it- will be much easier than you expected.

The Benefits of a College Education Are Worth the Costs

Earning a college degree is great for a number of reasons. For one, a college degree can help establish credibility and improve a student’s core skills. Additionally, the college experience can be great in helping students develop and establish a good and stable support network. Every day spent at a university is full of learning and growing in more ways than one. Despite all the reasons why college education is so beneficial, parents and students are at times discouraged from paying for a college education due to the high costs. Even more, families will start to question the value of getting a college degree.

In case you didn’t know, here are some of the options that can help pay for college:

  • Working through work-study or out-of-school employment
  • Scholarships and/or grants
  • Student Loans
  • Opting to commute to school rather than staying on campus

However, all the options mentioned above have their set of drawbacks. For instance, some scholarships are awarded by universities, meaning that they are exclusive to a school and can’t be used at other institutions. And as for loans, they can come with very high-interest rates that can be difficult to deal with. Students who work during their college years can develop great character but do reduce the time they have for studying and networking. As you hear all of these drawbacks, you’re probably wondering what other options there are for saving for college. No need to worry, we have the expertise necessary to find a way for you to save for your child’s college education.

Retirement Planners

Great ways to save for college

Paying for Higher Education

Educational savings accounts such as 529 college savings plans are great as they are tax-advantaged investment accounts designed to benefit parents that save for their children’s college education. For instance, the earnings in this type of education savings account will remain under a parent’s name and won’t have to be reported on the student’s FAFSA. With a 529 plan, you’ll also have the option to change the beneficiary of the account from one child to another. Other accounts, such as UTMA/UGMA accounts don’t provide either of these benefits. We’ll discuss all the details and specifics of each account type when you visit our firm. Additionally, we’ll also help you choose a savings account that suits your children, your needs, and your tax returns.

Investing in Your Family’s Future

One of the ways you can accumulate money using capital that you already have is by investing. Of course, there are certain risks that come when dealing with the stock market. Despite that, with the quality financial advisory and account management that Potter Financial offers, you’ll stand a much greater chance of saving enough for your child’s education. Potter Financial’s experienced financial planners can help you with the following:

Houston Financial Services

Experienced financial planners and services

  • Going over your financial situation and goals
  • Learning more about personal and family finance, education savings, and investing
  • Opening comprehensive savings account for your child(ren)
  • Provide access to 1000’s of funds and stocks that aren’t available to individual investors
  • Documenting and managing any type of eligible withdrawals
  • Connecting clients with investment-savvy tax preparers

If you are interested in learning more about our financial services, don’t hesitate to give us a call. By investing wisely, you’ll be able to save and contribute more money to your child’s higher education. With Potter Financial, you’ll receive a comprehensive and personalized financial plan, and we’ll also help you put it into action. Above all, we want our clients to realize that it’s never too late or too early to start investing in your child’s future. Contact us today to learn more about how we can help you increase your chances of saving enough for college.

Learn More About South West Houston 529 Savings Plan

When it comes to saving for college, the sooner you start, the better. With Potter Financial, you’ll have a partner to assist you on your journey towards all of your financial goals. You can reach us by calling one of our friendly representatives via (713) 972-1316 or clicking here. We can’t wait to meet you and find solutions to your financial questions. Moreover, you can learn more about our South West Houston 529 Savings Plan and other services by clicking here.

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