Financial Focus

1903 Wright Place, Suite 150
Carlsbad, CA 92008
760-431-3040

| | | | | |

home | client accounts | npc privacy policy | contact us

College Planning Worksheet

The following worksheet highlights the differences between the various savings plans available when it comes to college planning. By knowing which plan is right for you will help you move forward on your savings strategy. Simply click on the worksheet below to be linked to an Adobe Acrobat document that may be printed out for your use.

Education Investing Plans – There are a number of tax advantaged methods of saving for your children’s and grandchildren’s college education. To see a comparison page highlighting the difference between 529 Plans, UTMAs and the Coverdell IRA open this document.

Copyright 2009 - Financial Focus
- - - -
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation to buy or sell any security or instrument or to participate in any particular trading strategy. Financial Focus is a Registered Investment Advisor. Securities licensed associates of Financial Focus are Registered Representatives of National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, a Registered Investment Advisor. Investment Advisor Representatives of Financial Focus and NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Financial Focus and NPC are separate and unrelated companies.