“With education costs increasing every year, now is the best time to start saving for your child’s future.”
At S & A BVBA our professionals can help you find a suitable college investment program for your children or grandchildren and potentially save on taxes as well.
We can help you take advantage of an education savings plan by:
· Finding a program that can help you save significant sums for higher education and helping you understand how to use the plan most effectively.
· Devising a strategy to help you determine the right mix of investment alternatives.
Contact us to discuss your college savings objectives.
How we tailor your account
Customized
Portfolio
Active
Management
Portfolio
Management
Asset
Allocation
First, we will help determine your time horizon, spending, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we evaluate your assets, compensation and property ownership to design a portfolio that maximizes tax benefits.
Then we take care of all the details: opening and transferring your accounts, making investment transactions and handling the record keeping aspects of managing your assets.