Education Planning and College Saving

Weston Wealth Strategies offers a range of options to provide for near-term, middle-term and long-term educational opportunities. We work with you to design a plan that will help balance growth and risk over the duration of your family's educational needs, and introduce asset protection where needed. This can involve selection from a variety of investment vehicles as well as other strategies.

Coverdell Educational IRAs
State-sponsored 529 plans
Bonds and laddered bond portfolios of various durations
Annuities and life insurance
Intergenerational estate planning
Conventional investments

Use time and the power of compounding to your advantage. Now is the time to be planning for your family's future.

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Copyright © 2005-2008 Weston Wealth Strategies, LLC · 1465 Post Road East, Westport, CT 06880 · (203) 319-9876
Securities offered through Investors Capital Corporation · (800) 462-4610 · Member FINRA / SIPC
Advisory Services offered through Investors Capital Advisory · (800) 949-1422 · 230 Broadway, Lynnfield, MA 01940
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Weston Wealth Strategies, LLC is appointed and licensed to sell securities and financial products in AZ, CT, NY, NJ, CA, FL, ME, MA, OH, & SC
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$Date: 2008-07-21 12:17:35 -0400 (Mon, 21 Jul 2008) $ - $Revision: 122 $