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Education Funding

You understand the important role college can play in helping your loved ones realize their dreams. After all, studies show that college graduates earn more than high school graduates while experiencing higher job satisfaction and lower unemployment.

At One Financial Services, we advise our clients on using strategies to fund current and future education goals. We take a conscious approach to fund these goals while coordinating possible tax incentivized contributions all while being aware of the rules regulating federal aid. Our approach is to review all available options available to you and help direct your investment towards the most favorable for your unique situation. We are also able to advise our clients on issues such as applying for financial aid and completing the necessary Free Application for Federal Student Aid (FAFSA) forms.

Whether you’re a parent, grandparent, or loved one with the intent to help out with future education costs our professionals at One Financial Services are uniquely qualified to help.


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2018 FMG Suite.

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