SERVICES

EDUCATION PLANNING


─ 529 College Savings Plans

─ Coverdell Education Savings Account

─ UGMA | UTMA Custodial Accounts

─ Educational Workshops for:

► 403(b) Plans
► Social Security Planning

Your Path To A Brighter Future

OUR BUSINESS ACUMEN



Process Of ‘Education Planning’

College is an investment in your children or grandchildren that provides dividends for a lifetime. It can open the door to a world of opportunity. There are more options available than ever before to save for future educational expenses. Traditional investment options—savings accounts, taxable investment accounts, annuities, and U.S. Savings Bonds—are now joined by investment vehicles including Section 529 college savings programs and Coverdell Education savings accounts. With the cost of education spiraling, coupled with the challenging investment climate of today, financial advice is as valuable as ever.

As you develop your education funding strategy, Association Financial Services can work with you to offer their expertise and knowledge to help meet your long-term goals. We advise on the most suitable savings method for you to meet your savings goals while utilizing state and federal tax saving strategies.

Association Financial Services, LLC, is a Registered Investment Adviser Firm (RIA), conducting business in 16 states through either registration or an exemption.

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Association Financial Services are dedicated to building long-term relationships and trust—the kind of trust that is only achieved by delivering consistent, long-term results. Taking a personal interest in the lives of each client and their family, establishing sound financial goals, and building levels of trust are the most important things that lead to a continued and valued relationship. Click the teal circular icon above for our Mission Statement.