OUR SERVICES | Education Planning

With the cost of higher education continuing to rise, the need to save and have a strategic plan has never been more important.

Our process at Axis Financial Group, Inc., is here to work with you—parent, grandparent, or anyone who wishes to contribute to a child's higher education expenses. There are many options and plans that can be established to help pay for these costs. Our job is to help you decide which is the right one.

We guide our clients on:

  • 529 College Savings Plans
  • 529 Prepaid Tuition Plans
  • Coverdell Education Savings Accounts (ESAs)
  • Custodial Accounts
  • 2503(c) Trusts
Collegebound Fund Application Request
Name:
Email:
Address:
City/Town:
State:
Zip:
Questions/Comments:
HOME | ABOUT AXIS | WEALTH MANAGEMENT | RETIREMENT PLANS | EDUCATION PLANNING | RESEARCH & INFO | MARKET NEWS | ONLINE ACCESS | CONTACT US
This communication is strictly intended for individuals residing in the states of
CT,FL,MA,PA,RI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
Privacy Policy
© Copyright 2011 - 2012