College Planning
At Paddwell Financial, we are dedicated to helping you save effectively for college planning, ensuring that you can provide for your child's education without compromising your financial well-being. Together, we will assess your current financial situation, including income, expenses, and existing savings, to determine a realistic savings goal for college expenses.
We will work closely with you to develop a personalized college savings strategy tailored to your needs and risk tolerance. We will explore various investment options, such as 529 college savings plans, education savings accounts, or custodial accounts, and evaluate their benefits and tax advantages. By creating a disciplined savings plan and maximizing potential growth through appropriate investment vehicles, we will set you on a path towards accumulating the necessary funds to fund your child's education.
Throughout the process, we will provide ongoing guidance and monitoring to ensure your college savings plan stays on track. As college costs continue to rise, proactive planning and regular adjustments to your savings strategy are essential. Together, we will navigate changing financial landscapes and market conditions, making any necessary modifications to your plan to maximize savings potential and help you achieve your college funding goals.
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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. "Paddwell Financial LLC" is not affiliated with Kestra IS or Kestra AS. "Paddwell Financial LLC" does not provide legal or tax advice.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for informaiton may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).