Helping You Keep Peace of Mind
With the use of 529 plans and student loan options, we can help cultivate a path best suited for your family.
Preparing for college involves much more than just filling out forms, taking standardized tests, and asking for recommendation letters. The process requires consideration of both your budget and the type of institution you’re interested in. We will discuss the importance of starting sooner rather than later and understanding the true impact the cost of college has on your finances. We will review with you the potential tax advantages to utilizing state offered college savings plans.
College planning is not a one size fits all approach and we are here to tailor your own plan accordingly.
Let’s work together to help you achieve financial success.
Check the background of your investment professional on FINRA's BrokerCheck.
Investment advisory services offered through Verity Asset Management [Registered Investment Adviser]
280 S Mangum St Ste 550 Durham, NC 29901-3683 (919) 490-6717 https://verityinvest.com/
Securities offered through Simplicity Investments [Securities Dealer, Member FINRA, SIPC]
475 Springfield Ave, Summit, NJ 07901 (303) 797-9080
Form CRS
Menna Financial is not affiliated with Verity Asset Management or Simplicity Investments.
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