Education Funding

For clients with young children or grandchildren, education funding requires careful attention as investment options and college aid rules continue to change.  Flexible, tax-advantaged funding should be made part of your overall plan. We will review the plan options and help you determine which may be best for you. We will evaluate what savings may be necessary to help fund your education plans.

Services

Investments products and services available only to residents of: AZ, AR, CA, CO, FL, IL, KS, KY, MA, MD, NE, NV, PA, TX, WA, WY
Fee-based advisory services are available only to residents of: AZ, AR, CA, CO, FL, IL, KS, KY, MA, MD, NE, NV, PA, TX, WA, WY
Registered as IAR in the following states: Arizona (AZ), Texas (TX),
We are licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Illinois (IL), Kansas (KS), Kentucky (KY), Nebraska (NE), Oregon (OR), Texas (TX), Wyoming (WY)

©2011 Retirement Financial Services Inc.
6300 E. El Dorado Plaza, Suite A200, Tucson, AZ 85715 | Phone 520-325-1600 Fax 520-325-9097
Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment Advice offered through
Retirement Financial Services, a registered investment advisor and separate entity from LPL Financial.