5706 Cahalan Ave #23891, San Jose, CA 95123

College Savings Account

Because the right strategy makes a big difference.

A College Savings Account To Empower Your Life

Did you ever want a college savings account that offers higher interest than the banks, but does not carry the risk of the stock market? Or the ability to re-purpose the funds in case your child never goes to college?

When it comes to saving for college, you have a lot of options from 529 plans to  Pre-paid Tuition to a Savings Account and many others.  We want what’s best for our children and we want to make sure the money we save increases in value to fund the rising costs of higher education.  Whether your getting a head start or trying to play catch up on your child’s college savings we can help you.  Let us help you with your College Savings Account.

Will I lose my money if my child doe not go to college?

This is a good question because as innovation for learning is on the rise many college graduates decide to take alternative routes to prepare for their career.  We have college saving financial vehicles that can be re-purposed for anything you desire.  We have the strategy to help you build the right financial asset to support any and all  phases of your life.

 

Sounds good, but what now?

Schedule a Meeting

HOW WE WORK

Your First Step:

  • Let’s meet over the phone or in person, so that we can understand your situation and goals.

| Schedule a Meeting |

 

What Happens Next:

  • We build a financial strategy for your College Savings Account with a structured path to reach your goal.

 

What makes us different:

  • We don’t just put you in some random fund, what we do is educate you on the options we created.  We feel financial education is important when you make a decision that impacts your future.

 

Last – You decide:

  • We believe in you being confident with your decision.  That’s why we have a no pressure approach in assisting our clients.  It’s a big decision that has future implication, so take a breath to think about it.

 

On-going advice:

  • As you grow your College Savings, our professionals will advice you on other opportunities to generate more money and take full advantage of compounding interest strategies.

 

Schedule a Meeting

LEP Retirement can help you get to your goals.

– Joaquin Gomez, Business Owner | San Jose, CA


LEP Retirement  Silicon Valley Office


Phone: (408) 916-1418

Email: info@lepretirement.com

Business Hours:

Monday – Friday 9am to 5pm

Saturday – By Appointment Only

Sunday – Closed

Contact Form

Interests: