R.B. Wiser & Associates Financial Planning
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The Wiser Way to Secure the Future for the Next Generation

Funding education is one of the greatest gifts you can give your children and grandchildren. It may also be one of the largest investments you will ever make.

Working with R.B. Wiser & Associates, the first step is to determine how much you will need to save for each child based on their age. With a proper investment strategy and our knowledge about college financing programs, you will be able to help provide funding for an excellent degree.

For example, if you have more than 12 years before the final tuition bill is due, your portfolio can probably withstand a bit of risk in exchange for higher return potential. If you have a shorter time frame, you can still work to finance your children's education choosing other investment strategies.

Education funding strategies we develop may include:

To learn how R.B. Wiser & Associates can help you plan for education funding, please call us at (800) 292-1472, (269) 372-1430 or complete the online contact form.


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R.B. Wiser & Associates   ::   6100 Stadium Drive   ::   Kalamazoo MI 49009   ::   (800) 292-1472   ::   (269) 372-1430
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*Individuals with R.B. Wiser & Associates are Registered Representatives and Investment Advisor Representatives with and Securities and Investment Advisory Services offered through InterSecurities, Inc. (ISI), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through ISI. Neither ISI nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in capacity other than as a registered representative of ISI. LD22840-09/07