College Funding | Pittsburgh, PA | Vigilant Wealth Partners

College Funding

Do you dream of your child or grandchild going to college?

We will work with you to tell you if your current savings strategy may cover your child’s college expenses.

Fresh College Graduates — Pittsburgh, PA — Vigilant Wealth Partners

Higher education comes with a high price tag, but it’s an expense you can help address through proper financial planning. Let us help you calculate college costs, evaluate funding options and create an education strategy tailored to your goals.

Savings Options Include:

State-sponsored college savings plans (529s)
Education Savings Accounts
Traditional and Roth IRAs
Permanent Life Insurance
Custodial accounts (UGMA/UTMA)
Education Trusts

Schedule Meeting

CONTACT INFORMATION

info@vigilantwealthpartners.com

Pittsburgh Office

381 Mansfield Avenue Suite 400 Pittsburgh, PA 15220

412-733-4080

Columbus Office

1900 Polaris Parkway Suite 425 Columbus, OH 43240

614 -534-1762

BUSINESS HOURS

Mon - Fri: 8:00 am - 5:00 pm
Sat - Sun: Closed

LOCATION

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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 Thryv to provide information on a topic that may be of interest. Thryv 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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC. Registered Investment Adviser. Member FINRA/SIPC. www.finra.org and www.sipc.org. 600 Dresher Road, Horsham PA 19044. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Vigilant Wealth Partners is not affiliated with HTK.

LEAP®, Financial Junk Drawer™, and Protection, Savings, and Growth (PS&G) Model® are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML). Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP is designed to help find tax inefficiencies and aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.

Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation.

This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact me at my office at 412-733-4080.

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