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College Library

Education Planning

Are you planning for an education?

Education gives us a knowledge of the world around us and changes it into something better. It develops in us a perspective of looking at life. It helps us build opinions and have points of view on things in life.
 
Planning for an education will minimize the overall cost associated with this large expense, and ensure you don’t end up with unexpected debt and loans.
 

 

This includes the following elements:

 

  • 529 College Plans

  • UTMAs

  • Coverdell Education Savings Accounts

  • Boomin’ Future – Greg Sundahl, College Admissions & Financial Aid Consultant​www.boominfuture.com

Questions? Contact Us Today

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​1355 N. Ocean Avenue • Medford, NY 11763 | TEL: 631-758-8691 | FAX: 631-289-8287

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DISCLOSURE: Advisory Services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Blackridge Asset Management, LLC and Diversified Financial Solutions are separate and independent entities from Peak Brokerage Services, LLC.

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To view the firm’s Regulation Best Interest (“Reg BI”) disclosure and Customer Relationship Summary “Form CRS” please use the provided links

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