College Planning
Supporting education goals while balancing other priorities.
With tuition costs continuing to rise, the earlier you start planning, the more flexibility you may have. At BCG Securities, we help families build strategies to pursue education savings while balancing retirement and other long-term priorities.
Solutions We Provide
529 College Savings Plans
Tax-advantaged accounts that may help families save for future education expenses.
Custodial Accounts (UGMA/UTMA)
Flexible accounts that allow assets to transfer to your child once they reach adulthood.
Coverdell Education Savings Accounts
An additional option to fund qualified education expenses from kindergarten through college.
Integrated Planning
Coordinating education goals with other priorities such as retirement and long-term financial security.
Our approach: To provide guidance that may help you prepare early, save strategically, and work toward giving your child more flexibility and opportunities in the future.