Wall Financial Group, LLC

Contact Us: (866) 969.4242 or chadw@wallfinancial.com

 
Retirement Planning


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If you have children or grandchildren, what will be the cost of a college education by the time they come of age? How likely are you to receive college financial aid? How much of your child or grandchild's education expense do you want to pay for?
There are multiple options now available to families who wish to save money for their child's or grandchild's education. Even $100 per month can generate significant savings over time. Much like planning for retirement, the sooner you start saving for college, the better.  

There are many ways families can plan for college funding. You may have heard of the 529 Plan or the increases in allowable contribution to the Coverdell Education Saving Plan (formerly the Education IRA).

For more information about these plans, including costs and expenses, please contact Wall Financial Group, LLC for a program description. Please read it carefully before investing or sending money.

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This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.  Securities and brokerage services are limited to individuals residing in states which both KMS Financial Services, Inc. and Chad Wall are licensed. Those states are currently: Arizona, California, Idaho, Oregon, New Jersey and Washington.