College Funding

With tax advantaged and tax free investment products such as UTMA and 529 plans

There are so many choices of college funding available, Gaugert Financial will guide you to make the best decision to prepare for your children's future education. We'll help you determine if UTMA's, Section 529 plans or Coverdell IRAs are the right investment vehicle for you.

Once determined, we can implement your plan correctly and review it often to make sure you stay on track. If you would like us to visit with any of your children regarding investing, we'd be more than happy to oblige.

More College Funding Resource Links


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Securities offered through Capital Investment Group, Inc. 100 East Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370
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Advisory services through Capital Investment Advisory Services, LLC

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