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  3. College Savings Planning

College Savings Planning

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Paying for college can end up being one of the largest expenses in your lifetime. We can help you keep these costs in perspective and create a college saving strategy.

We will help you to put a strategy in place to pursue your savings goals to pay for the college education of loved ones. This includes:

  • Analysis of the expenses associated with the colleges of your choice
  • Analyzing different saving/investment options along with the tax advantages, penalties, and restrictions that may apply to each:
    • 529 College Savings plans (Both in-state sponsored and out-of-state sponsored plans)
    • Coverdell Education Savings Account
    • Uniform Transfers to Minors Act Accounts

Services and Solutions

  • Financial Planning
  • Situational Financial Planning
  • Investment Planning
  • Insurance Planning
  • Retirement Planning
  • College Savings Planning
  • Family Estate Planning
  • Business Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (847) 850-0560

Email: steve@mactavishfinancial.com

600 N. North Court, Suite 150, Palatine, IL 60067

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC
Copyright 2019. All Rights Reserved.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, GA, IL, FL, ME, MO, MI and WI .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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