OUR SERVICES
Education Planning
Our Education Planning Approach
Education planning requires a forward-thinking approach to help clients manage future costs for their children or grandchildren. At Ankerstar Wealth, we support clients from
Alabama to Texas and beyond in creating education savings strategies that take advantage of tax benefits and tailored investment options.
FAQs
What is a 529 plan, and how does it work?
A 529 plan is a state-sponsored savings plan offering tax advantages for qualified education expenses. We’ll help you understand your state’s options and benefits.
When should I start saving for my child’s education?
Starting as early as possible allows more time for your investment to grow and can significantly reduce financial strain down the line.
Can I use education savings for expenses outside tuition?
Yes, some plans cover additional education expenses. We’ll guide you through what qualifies under each savings plan.
Why It Matters
With education costs continuing to rise, planning early can relieve future financial stress. By setting up a comprehensive education savings strategy, you can give your children or grandchildren a strong financial foundation for their academic pursuits.
Contact Us
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E: VIPservices@AnkerstarWealth.com
P: 512-614-0085
A: 3835 CR 175, Unit #840
Leander, TX 78641 (By Appointment Only)
Ankerstar Wealth, LLC is a Registered Investment Advisor with FINRA and the state of Texas, Arizona, Louisiana, Georgia, Florida, California, Ohio, Alabama and Nevada that specializes in fee-only financial planning and fee-only wealth management. Mr. Ankerstar, Mr. Younkman, Mr. Verrico, Mr. Hanson, Mr. Chisum and Mr. Hinkle hold a Series 65 license with FINRA. More disclosure information is available at https://brokercheck.finra.org/. The contents of this email should not be considered personal advice unless under contract with Ankerstar Wealth, LLC. Since each individual’s situation is unique, your specific situation should be reviewed by a qualified tax, legal, and/or investment professional before making decisions. The information provided in this email may not be comprehensive nor appropriate for every individual. You are strongly cautioned to perform your own due diligence before making any personal, financial, or business decision. Do not rely solely on this email for making investment decisions. Nothing in this email is an endorsement of any products or securities. All investments involve risk. Past performance does not guarantee future results.