Saving for College
Saving for College
Personalized College Savings Strategies
At TrueNorth Wealth, we work with you to create a personalized college savings plan that fits your financial priorities. From 529 plans and tax-advantaged accounts to incorporating
scholarships and grants, we’ll help you navigate your options with confidence.
Secure Their Future Without Sacrificing Yours
Our goal is to help you fund your child’s education while keeping your long-term financial goals intact.
Together, we’ll ease the pressure of tuition costs and set your family up for success-today and tomorrow.
College savings questions we help you answer
These are just some of the key questions we address to help you create a smart, tax-efficient plan for your child’s college tuition:
- What is the best way to start saving for my child's college tuition?
- Should I open a 529 College Savings Plan, UTMA account, or UGMA account - and how does it work?
- How much should I be saving each month to meet my college savings goals?
- How can I minimize taxes on withdrawals from a 529 or other savings accounts?
- How do I account for rising tuition costs and inflation in my savings plan?
- How do scholarships, grants, and student loans fit into my overall college funding strategy?
- How do I balance saving for multiple children's college expenses?
- Should I prioritize saving for college over other financial goals, like retirement?
- Will saving in a 529 plan affect my child's eligibility for financial aid?
Why Choose TrueNorth Wealth?
Fee-Only
Advisors
No commissions means we’re only
focused on making the very best
decisions for you and your goals.
Legal
Fiduciaries
Not only do we WANT to act in your
best interest; as fiduciaries, we are
legally obligated to do so.
Comprehensive
Services
We’re here to help with every
aspect of your financial life – and
make sure it’s all working together
effectively.
Research-based
Investments
Our investment decisions are
informed by evidence-based
research, proven to optimize your
chance of success.
Active
Support
Financial plans get stale quickly –
TrueNorth works with you
throughout the year to stay on top
of your finances.
Ease of
Transfer
Our best-in-class transfer team will
help you every step of the way,
making the move to TrueNorth
Wealth as painless as possible.
Tax
Savings
We’re focused on tax savings,
helping you pay fewer taxes over
your lifetime.
Always
Available
We’re always here for our clients –
for every tough financial decision –
for every question. Always.
No Forced
Commitment
Our clients stay with us because of
the value they’ve received – not
because they are locked into a
contract.
Explore More TrueNorth Wealth Financial Services
Wealth
Management
Planning
Estate
Planning
Investment
Planning
Retirement
Planning
Insurance
Planning
Income Tax
Planning
College Savings
Planning
401 (k)
Planning
Tax Planning Services in Salt Lake City Utah
With offices in Salt Lake City, St. George, and Logan, Utah – as well as Boise, Idaho –
TrueNorth Wealth is proud to support clients in our local communities.
For those outside these areas, we provide the same high-touch, personalized service remotely –
helping clients across the U.S. achieve their financial goals with confidence and ease.
FREE STRATEGY SESSION
Are you getting the MOST out of your finances?
Schedule a free strategy session to gain insight into your financial challenges, uncover opportunities you may be missing, and receive personalized recommendations to help you achieve your financial goals.
We’re happy to answer your questions!
Give us a call at
or visit our contact page to send us an email.