7125 East Shea Boulevard
Educational Funding & Your Financial Plan
At DKS Financial Strategies, our approach to financial planning is all-encompassing and incorporates saving for education. With numerous savings vehicles available today, it’s essential to consider the tax benefits (or consequences) of all your options. If you’ve thought about opening an education savings account such as a 529 College Savings Plan, we encourage you to reach out to a member of our team for financial advice.
Starting to save early to avoid student loans for your education is a textbook way to ensure success. Room and board, books, and private school or college tuition can add up quickly. Our financial advisors will choose investment options to offset qualified education expenses that best fit your long-term goals.