
College/Vocational School Savings
I’m sure that, as parents and grandparents, you want to do what you can to enable your children or grandchildren to attend the college or vocational school of their choice without a significant amount of debt after they graduate. There are a number of investment options available to help.
They include, among others:
UGMA/UTMA custodial accounts
Education Savings Accounts (ESA)
529 College Savings Account
Life insurance
Series E Bonds
Rumley Financial Services can help guide you through the educational savings’ labyrinth.
Give us a call at 907.222.RUMM (7866) or email at patrick.rumley@rumleyis.com to schedule an appointment.