Savings for your children's education requires a long-term perspective. College Savings Plan like 529 College Savings Plan, Prepaid College Savings Plan, etc are great instruments to secure your children's future.
Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of Colorado, CO Firms Offering College Savings Plan
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Integrity Financial
5181 Ward Rd Ste 206 Wheat Ridge, CO
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Our Mission Statement: “To create leaders in financial significance by providing creative financial strategies, by teaching and training to use innovative financial systems and methods, and by coaching to develop and master financial skills and habits.” We teach our clients how to accumulate wealth with proper money management and then how to grow their wealth using sophisticated investment strategies and more effective investment diversification methods. We hope you choose us to help you realize your dreams. We are a fee based registered investment advisor. We are not paid commissions, but instead charge our clients fees to manage their investments and train them how to properly manage their finances. We charge this way so that we are always in the same side of the table as our clients. Our clients never have to wonder if we have an alternative motivation (commissions) for any of our investment advice. If you never have used a fee based investment advisor you should contact us and see how it works for you. We serve individuals, families, businesses and institutions worldwide. We have 3 basic goals for our clients: •Creating Wealth for our clients •Growing Wealth for our clients •Protecting Wealth for our clients We help people become successful people. We have learned that successful people swim against the current, walk in the opposite direction and simply do things contrary to the rest of the crowd. We want to share what we have learned and help you become successful, that is what we are all about.
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Farmers Insurance
112 E. Cheyenne Rd Colorado Springs, CO
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Auto, Home, Life, Business and Worker's Comp Insurance. Full service agency including financial services.
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Purcell Insurance Agency, Inc
10268 West Centennial Road # 301 Denver, CO
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For all your mortgage, insurance and financial planning leads please call me.
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Wismer Wealth Management Group
6385 Corporate Dr. #205 Colorado Springs, CO
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To help individuals accumulate, protect and distribute their assets prudently through a trusted relationship with a loyal and knowledgeable advisor.
We use a hands-on approach to lower risk while outperforming a traditional buy-and-hold approach. Our track record will confirm our claim.
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Seaton Financial Services
1880 Office Club Pointe Colorado Springs, CO
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Our mission is to help our clients:
Create and Grow Wealth through appropriate investments, adequate life insurance, and minimizing income tax with investments.
Protect and Preserve Wealth through:
- Analysis of Overall Investment Portfolio (asset allocation management and diversification management)
- Analysis of Overall Insurance Plan (Life, Disability, Long-Term Care and Liability)
- Tax Sensitivity Management
Plan the Distribution of Wealth During Life:
- Qualified Retirment Plan/IRA
- Corporate Executive Stock Options
- Business Succession Plan
- Powers of Attorney
- Gifting to children/Descendants
- Charitable Giving
Plan the Distribution of Wealth at Death:
- Titling of Assets
- Executor/Trustee
- Distribtion to Spouse, descendants, and others
- Charitable Inclinations at Death
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