College Planning

College planning involves more than just finding the appropriate way to fund it.  What if your college bound prospect chooses another path?  What options do you have then for the savings you set aside?  What are the tax and liquidity consequences for the planning choices you made?  These are only a few of the questions you should be asking.  Please, join us for a conversation about which college planning strategies may be right for you.

 

*Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult your appropriate professional advisor.

 

 

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Securities and investment advisory services offered solely by
Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400.
Check the background of this firm on FINRA’s BrokerCheck.
Legatus Group, LLC and all other persons and entities are independent of Equity Services, Inc. unless noted. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Joseph Yagar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX. Joseph Yagar is insurance licensed in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX,VA. Check the background of this investment professional on FINRA’s BrokerCheck.

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