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Andrew Schwartz quoted on College Savings Makeovers

Submitted by Madison Planning Group on May 10th, 2019

Andrew Schwartz, Vice President of Madison Planning Group was recently quoted on SavingForCollege.com

He provided tips on how to help clients solve three common issues with college planning.

Case 1: New parents without a plan to save for college

Case 2: Late starters

Case 3: Grandparents and 529 plan account ownership

CLICK HERE to check out what Andrew had to say and how you can start preparing for your child's or grandchild's educational future.

Have a question about 529 plans? Interested in opening one? Please give one of our advisors a call! 800-222-2091

Tags:
  • Education Planning

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
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