Building relationships and financial plans for over 85 years
1401 South Florida Avenue
Lakeland, FL 33803
Toll Free: 1 (800) 950-2526
Phone: (863) 688-9000
Fax: (863) 616-6354
7380 Murrell Road, Suite 100
Viera, FL 32940
Toll Free: 1 (855) 655-3131
Phone: (321) 253-3131
Fax: (321) 253-3141
250 Avenue K SW, Suite 106
Winter Haven, FL 33880
Toll Free: 1 (800) 678-7411
Phone: (863) 294-7411
Fax: (863) 294-4017
Overwhelming feelings that scale the spectrum from joy — to fear of failure — are experienced frequently when the conversation of having children is on the table. And those feelings seem to escalate the closer you get to the birth of that child. How many times have we heard: “kids…they don’t exactly come with instruction manuals?”
Always, our goal as parents is to be able to provide for our little bundle(s) of joy, and that includes planning for their future — whatever that may hold. Here are some things to consider as you begin this most rewarding life adventure.
Tell me more about how Allen & Company can help me plan for my child’s education.
Is private education in the early years something that we as parents value… and how do we plan for it?
Several of our financial advisors are personally having that conversation now with their spouses! Here’s how one of our families is planning for this option.
Is private education right for your family?
College/post high school education: Today, there are more options for young people than there has ever been! It can be confusing; the path you decided to take may or may not mirror the path that you truly want to provide for your child(ren).
Troy Garcia, CFP®from our Lakeland office has some ideas for you in his blog, Health & Wealth!
Three great options for Education Savings Plans
Have you found yourself worrying about your child’s future student loan debts? It may feel a little premature to do so, but the world of education planning is constantly changing, and the costs for college are going up.
Just in case you don’t have the entire expense covered for my childrens’ secondary education and loans are the only option, what is the right type of loan to secure? With all the talk about student loan debt — even as a new parent — it might be making you nervous… but we can help.
Financial Advisor Bill Slover explains one popular option for education planning, the 529 plan.
At Allen & Company, we’ve been serving our clients with dignity and integrity since 1932. It’s our mission to make a profound and positive difference in your life and the communities that we serve. Put our experience to work and let us help you and your family through.
I’d like to meet an Allen & Company advisor.
Call or contact the Allen & Company branch office nearest you to schedule your appointment:
Winter Haven Office
Space Coast Office
You probably have more questions, let us know!