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Our Planning Process
Wealth Management Presentation

 

Education Planning

Along with retirement, saving for your children's and grandchildren's higher education may likely be one of your most important investment objectives. We can help you evaluate a variety of college investment options, and explore opportunities for education planning.

• Mutual Funds
• Bonds
• Stocks
• Annuities
• UGMA
• UTMA
• US Savings Bonds
• Education IRA
• College Savings Plans (529 Plans)

    

©2004-2017 The Physicians Wealth Management Group (R). All rights reserved.

Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) .

Kestra IS and Kestra AS are not affiliated with The Physicians Wealth Management Group.

 This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

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