College Planning

With the cost of college tuition on the rise, incorporating a college saving plan as a part of your Southeast Investments portfolio can potentially provide a growing cash pool to solve future educational financing issues.

Your Southeast Investments financial advisor can work with you to define your investment goals and recommend a strategy to help you meet them. Your Southeast Investments advisor offers access to 529 plans which are operated by a state or educational institution to help families set aside money for future college expenses.

Every state now offers at least one 529 plan but plans differ from state to state. Your Southeast Investments financial advisor can help you research the features and benefits of a plan before you invest.