Education Funding

Planning for and ensuring your children and grandchildren get the best start in life.

Sending your children to college could be one of the largest expenditures in your lifetime, and the inflation rate for tuition has historically outpaced consumer inflation rates. Planning ahead is critical to meet your education goals without jeopardizing your retirement goals.

 
  • Should I start a 529 account or a custodial account?
  • How can I help fund college for my grandkids?
  • Can I use money from the 529 account to pay for primary education costs?

Our Fiduciary Promise

We promise to put your interests ahead of our own and to provide transparent and straight forward fee-only services. We are an independent firm with no affiliation to a broker or parent company, so we don’t sell investment products, insurance, or annuities. 

Personalized Investments

Build the portfolio that is
comfortable and right for you and your family. Determine your unique profile.

Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities. Give us a chance to lead you beyond your dreams.

Wealth Management

Get the best advice and options at each financial milestone in your life. Build a legacy of good financial decisions and sound investment management.

We would love to learn more about you.

Platt Wealth Management offers financial plans to answer your important financial questions. Where are you? Where do you want to be? How can you get there? Our four-step financial planning process is designed to be a road map to get you where you want to go while providing flexibility to adapt to changes along the route. We offer stand alone plans or full wealth management plans that include our investment management services. Give us a call today to set up a complimentary review. 619-255-9554.

Knowledgeable and expert.

 

 

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