Wall Financial Group, LLC

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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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Chad A. Wall is a registered representative and investment advisor representative offering securities and investment advice through Transamerica Financial Advisors, Inc. 1150 S. Olive, Los Angeles, CA (213) 741-7702, a registered broker/dealer and investment advisor, Member NASD/SIPC. Wall Financial Group, LLC is a registered investment advisor in the state of Washington, and Chad A. Wall is an investment advisor representative of Wall Financial Group, LLC. Transamerica Financial Advisors, Inc. is not affiliated with the registered investment advisor activities of Wall Financial Group, LLC.