education planning

Education Planning – A Wealth Management service from Mutual Pointe.

Houston based Financial Advisors at Mutual Pointe Wealth Advisors understand that among all the concerns of raising children, planning for a college and education expenses can be one of the largest, and most daunting financially. We believe famalies should consider planning for education saving around the time that their first child is being born. Let us guide you through various available saving programs and investment products for your children’s, family members’ or even your own education.

Full Range of Education Planning Services

Saving for college looks differently for each family’s location, income level, number of children, investment portfolio and a number of other factors. Our Houston based Financial Advisors will help you compare your investment options, determine how much your projected educations will cost and how much you will need to save. Some tools for financing education expenses include can include 529 College Savings Plans, Coverdell accounts and various Gifting Strategies.

Get Started Funding an Education Today

We believe nothing can have a greater or longer lasting impact on your loved-ones’ quality of life than a higher education. Plan for the growing expense of sending a child to college, graduate school, or technical training – contact your Houston based financial planner at Mutual Pointe, today.