EDUCATION PLANNING

Effective education planning involves asset allocation, tax planning, estate and generation-skipping planning, asset protection planning and financial aid considerations.

  • Coverdell Education Savings Accounts

  • 529 College Savings Plans

  • Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act Accounts (UTMA)

  • Trust Services

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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory ServicesSM

Insurance services offered through an Avantax affiliated insurance agency

 

The Avantax family of companies exclusively provide investment products and services through its representatives.

Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

 

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.

Please note that not all of the investments and services mentioned are available in every state.

 

© 2020 by GPP Wealth Management LLC. All Rights Reserved.