A university education is the most valuable gift which you can provide to your children.  The benefits will not only last their lifetime, but will also be passed on to future generations.  However, the goal of saving for a college education is what often deters many in obtaining this milestone in their lives.

There are various strategies which families can employ to save for a college educaion.  Each family's financial and demographic circumstance is very unique.  Selecting the right strategy can help your
family avoid paying excessive out-of-pocket expenses.
Foundation Financial
can assist you in selecting the
path most suitable for your family and your
circumstances.
Securities offered through GWN Securities, Inc.
Member FINRA/SIPC,11440 N. Jog Road, Palm Beach Gardens, FL 33418, (561)472-2700
Investment advice offered through Latitude Advisors, LLC, Registered Investment Advisor.
Foundation Financial Services, GWN Securities, Inc., and Latitude Advisors, LLC are not affiliated companies
  • The Foundation Financial Team has years of experience counseling parents, students, and high school administrators in the college financial aid process.
  • We help determine your family's available resources and your student's timeline for attending school.
  • We look at your family's unique circumstances and then provide you with the most suitable strategy to employ.
  • The strategy we propose will aim to maximize the amount of financial aid which your student may receive for college.  We will advise each family on how to best position themselves to maximize their financial aid award.
  • Various accounts that we can make available to you include College America 529 plans, Coverdell Savings Plans, Cash Value/Whole Life Insurance policies, and Traditional Investment Accounts.
Remember, the journey is not complete until your children have finished their education.  We will be there for you to advise you on how to best disburse your funds in the most advantageous manner possible.