Broker Check

Ormond Beach Office

595 W. Granada Boulevard,

Suite J
Ormond Beach, FL 32174

Education Planning

Is it important to assist your children in covering costs associated with undergraduate or post graduate studies?

How much of my savings should I allocate to college expenses?

Should I consider a 529 plan or a state sponsored pre-paid plan?

Things to consider:

  • 529 Plans
  • State Sponsored Pre-Paid Plans
  • Gift to Minor Brokerage Accounts