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Imagine the scene: the crowd roars, confetti rains down, and your child or grandchild beams with pride as they cross the graduation stage. Now, picture the immense satisfaction of knowing you helped make this dream a reality – without the burden of student loan debt. 

College savings can turn this vision into reality, but navigating the options can feel overwhelming. Education Planning 

Every family’s situation is unique, here’s how you can find support: 

  • Choosing the Right Savings Vehicle: Explore options like 529 plans, which offer tax advantages for long-term educational goals. Early contributions are ideal to maximize tax-free growth. 
  • Maximizing Financial Aid: Find the right guide on strategies like starting scholarship applications early and managing assets to potentially optimize financial aid eligibility. 
  • Adapting to Change: Life throws curveballs. Find help if your child receives a scholarship, decides on a different path, or wants to change beneficiaries within your college savings plan. Maybe you’re receiving an inheritance and want to explore how to best utilize it for your education. 

Whether your child is in first grade or their senior year, securing their future is always top-of-mind. The good news? It’s never too early (or too late) to start planning. 

Let’s Discuss Your Options 

Wouldn’t it be nice to focus on celebrating milestones and achievements, knowing the financial side of their education is under control? You can make that a reality. Schedule a complimentary consultation today to discuss your existing college savings plan, explore new options, or ask questions. We’re here to take care of the behind-the-scenes work, so you can focus on the joy of seeing your family thrive. 


This information is being provided only as a general source of information and is not intended to be the primary basis for investment decisions. It should not be construed as advice designed to meet the particular needs of an individual situation. Please seek the guidance of a financial professional regarding your particular financial concerns. Consult with your tax advisor or attorney regarding specific tax issues. 

Pinnacle Financial

The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

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P: (321) 454-3623
Monday-Friday 9AM-5PM

Office Address

1351 N Courtenay Pkwy.
Suite BB
Merritt Island, FL 32953

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