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LifeLong Wealth Management
 
Address:
8050 SW Pfaffle St, Suite 100
Tigard, Or 97223
 

Business: (971) 250-2030
Fax: (503) 214-6534
Toll Free: (877) 421-9991

 
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College Savings



Lets face it, a college education can make a dramatic difference in your child's life. According to the Bureau of Labor Statistics, children born today will face college costs that are 3 to 4 time's current prices by the time they begin their upper level education. Thus, an early start and regular contributions to your child's college savings plan can stave off any undue heartache during a time of celebration.

We value and support the importance of a college education. Hence, our team is determined to help alleviate any future financial stress, and allow you and your family to enjoy a time of celebration. Again, Graduating from high school should be a time of fun and happiness.

There are several college savings options such as:
  • 529 plans
  • UGMA/UTMA
  • Coverdell Savings Account
  • GET program
Please contact one of our college savings experts to help you with your childs future.
 
 

Securities offered through Pacific West Securities, Inc. A registered broker/dealer. Member FINRA & SIPC.
Investment advice through Pacific West Financial Consultants, Inc.
A Registered Investment Advisor

Investments products and services available only to residents of : California (CA), Colorado (CO), Idaho (ID), Oregon (OR), Utah (UT), Washington (WA)
Fee-based advisory services are available.
We are licensed to sell insurance products in the following states of: Oregon (OR)