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College Planning

Having went to college, we understand the increasing importance of having a college degree, but we also understand the increasing cost. Working with a financial advisor in Westchester on a college savings plan could greatly influence your child’s future. New York State offers tax incentives through a 529 college savings plan, and JP Morgan has an advisor guided college savings plan ( Save time, money and taxes by using a financial advisor for a 529 college savings plan in Katonah or Rye. Better yet, since we know that you are busy changing diapers, we will come to you!

*All situations are different, please consult your financial professional for information regarding your needs and suitability issues." "An investor should consider the investment objectives, risks and charges and expenses associated with municipal fund securities(529 Plans) before investing. More information about municipal securities is available in the issuer's official statement. The official statement should be read carefully before investing.