Education Planning Services from Oxford Harriman & Company
Helping You Evaluate Your Options for Funding a College Education
Saving for retirement and college at the same time is challenging for most families. The cost of college represents a significant financial expense for many families, with private university annual costs now exceeding $70,000 in some cases. It is well-known that college tuition has increased at a significantly higher rate than general inflation.
Therefore, it’s important to plan and start saving early for the cost of higher education. You have a number of options to pay for college, and the sooner you start saving, the more money you may have when the time comes.
Oxford Harriman & Company can help you evaluate your college funding options, as well as develop and implement your college planning strategy.
Our college planning services include the following:
Sources: https://www.cbsnews.com/pictures/top-10-most-expensive-colleges-in-america/4/ & https://www.finaid.org/savings/tuition-inflation.phtml
Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.
College savings plans offered by each state differ significantly in features and benefits. The optimal plan for each investor depends on his or her individual objectives and circumstances. In comparing plans, each investor should consider each plan‘s investment options, fees, and state tax implication.
ANY QUESTIONS?
Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experts can help provide clarity of thought.
This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).
| Investment and insurance products: | Investment and insurance products: | Investment and insurance products: |
|---|---|---|
| Not insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit of or Guarantee by a Bank or Any Bank Affiliate |
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.