Education Funding

Saving for Education Expenses

The cost of a college education continues to rise, so it’s crucial to start planning for that education as early as possible. There are several ways to save for education costs, whether it’s for a child, grandchild, or yourself. Our CFS Advisors can assist you with choosing tax-advantaged solutions to accumulate funds to pay for college.

529 Plans

529 College Savings Plans (also called Qualified Tuition Programs) are flexible and may be advantageous from a tax perspective.

Coverdell Education Savings Accounts (CESA)

A Coverdell Education Savings Account can be used to save for educational costs for elementary school, high school and college.

Custodial Savings Accounts

Custodial Savings Accounts are another way to provide funding for education.

Also referred to as an UGMA (Uniform Gifts to Minors) or UTMA (Uniform Transfers to Minors) Account, custodial accounts are a way for minors to own assets, under direction of a custodian, which they normally would not be allowed to own. Examples of assets typically held in one of these accounts include stocks, bonds, mutual funds and real property.

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Amplify Wealth Management provides an investment advisor registered through CFS who will sit with you to understand what is important to your financial success. Whether you are looking for investment advice, education planning, estate planning, or growing your business they can help you.

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Invest on Your Own

If you like to make your own investment decisions, Amplify Wealth Management provides a solution through CFS for online investing in stocks, options, and mutual funds. The platform provides quotes, charts, analyses, and tools to help you screen mutual funds. This tool gives you 24-hour access to the information you need.

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