Education Savings

With rising college tuition expenses, the time to start saving is now – and Nature Coast Financial Services Inc. is here to help. Our advisors can help you start planning for your child’s future higher education costs with an education savings account. Our advisors offer a range of solutions to meet your specific needs, such as 529 college savings plans and Coverdell Education Savings Account.

Your professional advisor will work with you to decide which one works for your unique situation. You will also benefit from ongoing professional investment guidance as your investment needs change. Our advisors can help you select the product best suited for you. Let us help you start planning for tomorrow.

Participation in a 529 College Savings Plan (529 Plan) does not guarantee that contributions and investment return on contributions, if any, will be adequate to cover future tuition and other higher education expenses or that a beneficiary will be admitted to or permitted to continue to attend an institution of higher education. Contributors to the program assume all investment risk, including potential loss of principal and liability for penalties such as those levied for non-educational withdrawals. For more complete information, including a description of fees, expenses and risks, see the offering statement or program description. An investor should consider, before investing, whether the investor's or designated beneficiary’s home state offers any favorable state tax treatment or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Consult with your financial, tax or other adviser to learn more about how state-based benefits (including any limitations) would apply to your specific circumstances.

 

We can provide you with the resources and services you need to help you make informed investment decisions and build up your portfolio.
Call us today at
352-528-6237
to see how we can add value to your education savings needs.

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