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Lantana, FL 529 College Savings Plan: Get Expert Investment & Savings Advice
by PRC Agency PRAn age-old adage still holds true, “If you think education is expensive, try ignorance.” That said, there’s no denying that getting an education in this country can cause sticker shock, with the typical college student paying tens of thousands of dollars each year.
Fortunately, with foresight and planning – and a little help from Guardian Rock Wealth – you can prepare for this invaluable gift to your kids.
The full-service financial advisors at Guardian Rock Wealth offer education planning services so your kids can attend the college of their dreams. The consultancy will teach you smart day-to-day money management and investing practices to help ensure you build wealth to cover university expenses, protecting your child from having to take on massive debt to earn a degree.
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According to by the College Board, the average tuition and fees for full-time students in 2023-24 amounts to $11,260 per year, excluding other costs like room and board, books, and personal expenses. This problem is compounded by the fact that savings rates in America have declined in recent decades as the cost of major expenses – including tertiary education – has increased.
PROMISING PROSPECTS
Nevertheless, CEO John Browning expressed an optimistic outlook for the next 12-18 months, especially given the economy’s surprisingly strong run this year. Guardian Rock Wealth will work closely with you, advising you on how to best allocate investments to maximize returns today and in the future.
Moreover, Advocacy Investing - the firm's proprietary investment approach - helps you choose securities, instruments, and companies that align with your core values and principles while maintaining a well-diversified portfolio that mitigates your risks.
GOAL-BASED BUDGETING
A recent survey by showed that a little over 55% of Americans do not use a budget to manage their income. Guardian Rock Wealth analyzes your income and expenses to create a budget that aligns with your goals and values. Additional services include credit score guidance, retirement planning, tax preparation, estate planning, and insurance review.
TRUSTED ADVICE
Guardian Rock Wealth lead advisors have over 60 years of combined experience in financial services. They pursue continuing education annually to stay current on the latest financial strategies, products, regulations, and tax laws. With this depth of knowledge, Guardian Rock Wealth serves as your trusted guide, educator, and accountability partner on all things personal finance.
ABOUT GUARDIAN ROCK WEALTH INVESTMENT MGMT INC.
Guardian Rock Wealth Investment Mgmt Inc. is a financial advisory firm offering personal finance and investment consulting services. The company draws on over 20 years of expertise to provide bespoke money management services.
A company spokesperson said: “Keeping your finances on track is key to achieving what’s important to you. Our personal finance advice can help you manage your money wisely at every stage of life.”
You and your kids can breathe easy knowing that their college education has been properly prepared for. Don’t delay, though – contact Guardian Rock Wealth today!
Find more information by visiting
Securities and investment advisory services offered through Guardian Rock Wealth Investment Management Inc. (GRWIM). GRWIM is a wholly-owned subsidiary of Guardian Rock LLC. Neither of these entities provides tax or legal advice. Nothing in this message should be construed as individual investment advice as that requires in-depth knowledge of each unique situation.
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Created on Jan 10th 2024 12:20. Viewed 109 times.
