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Education Planning
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College costs continue to escalate, far outpacing the rate of inflation. With careful and early planning, these costs can be manageable. Using your anticipated needs as a starting point, you and your Smith Moore advisor can make cost projections based on assumptions associated with your specific situation and preferences, and potential sources of funding can be identified. From outright savings to specialized investments, like 529 Plans (tax-advantaged savings plans), we can suggest the best mix of funding options to fit your needs.
Contact a Smith Moore Financial Advisor today to get started developing a strategy for your college financing plan.
Smith, Moore & Company
Wes Roper
1527 N. New Street
Kirksville, MO 63501
Phone:#660-665-6452
At Smith Moore, we provide financial guidance for every stage of life through a comprehensive investment approach that evolves as you move through every key milestone of wealth planning: Accumulation, Distribution, and Legacy.
Your advisor will help you determine your needs and craft a detailed financial plan based on your investment objectives, current situation, risk tolerance and time horizon for reaching your goals.
Your advisor will help you determine your needs and craft a detailed financial plan based on your investment objectives, current situation, risk tolerance and time horizon for reaching your goals.
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