Before your little one arrives there are so many preparations to put into place. Getting a crib, setting up a nursery, buying diapers, and baby-proofing the home to eliminate potential dangers. It’s both super exciting and overwhelming! You want to protect them and give them the world.
Our experienced team can help you create a legacy for your child and set them up for a successful financial future. For just $5 a day you can put a plan in place to provide access to tax-advantaged money to help pay for:
- college tuition and expenses
- a down payment on a house or car
- their wedding
- their first child
- a vacation home
- and TAX-FREE retirement income when they retire!
Contact us today by email or phone (704-905-1754) to set a zoom meeting or in-person appointment to learn more. Or click here to learn more
