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Plan for College

Exploring the Various Ways of funding a College Education

Before your child was even born, you were planning. What will we name him? What color should we paint her room? What is the best childcare alternative?

But with all the demands and decisions that new parents face, one important aspect is often unintentionally overlooked in those early stages – college. However, with tuition rates rising, we believe that it should be at the top of every parent’s planning list … no matter what the child’s age.

What’s more, saving for a child’s education doesn’t necessarily have to rest entirely with parents. With the flexibility and convenience of today’s savings plans, many alternatives make good sense for grandparents, aunts and uncles, other family members and friends.

We will help you make some of these decisions, taking into consideration taxation, risk, contribution limits, gift taxes, investment options, control of the funds, and the plans potential affect on financial aid. 

You have big aspirations for the child in your life. Don’t let a lack of planning sidetrack those aspirations. As Raymond James financial advisors, we’re here to assist. Our knowledge and professional guidance can help you give your child the opportunity for the bright future he or she deserves.

 

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- Investment Management

- Retirement Planning

- Financial Planning

- Estate Planning

- Family Budgeting

- Household Management

- College Planning

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC marketed as Baehrend Marks.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Baehrend Marks is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

The Baehrend Marks Partnership and Women in the Know are independent of Raymond James Financial Services, Inc.

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1106A Chicago Ave
Oak Park, IL 60302
708-524-9374

Map & Directions

Map & Directions

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Women In the Know - Founder Amie E. Marks

Amie E. Marks is the founder of WOMEN In the KNOW. The goal is to create a forum for women to discuss timely topics and world events. Women are welcome to participate in a genuine, non-judgmental, and educational get-off-the-couch conversation that will inspire them to raise questions, share opinions and speak in solutions.

1106A Chicago Avenue Oak Park, IL 60302 (708) 524-9374