Financial Services

College Planning

With the cost of college tuition on the rise, incorporating a college saving plan as a part of your J.P. Turner portfolio can potentially provide a growing cash pool to solve future educational financing issues.

Your J.P. Turner financial advisor can work with you to define your investment goals and recommend a strategy to help you meet them. Your J.P. Turner advisor offers access to 529 plans which are operated by a state or educational institution to help families set aside money for future college expenses.

Every state now offers at least one 529 plan but plans differ from state to state. Your J.P. Turner financial advisor can help you research the features and benefits of a plan before you invest.

Learn more about 529 college savings plans

Contact your J.P. Turner financial advisor to discuss your college savings goals and create an investment strategy.