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Navigating College Savings: Exploring 529 Plans and Coverdell ESAs

Navigating College Savings: Exploring 529 Plans and Coverdell ESAs

by Brooks Brown | Jun 3, 2024 | 529

Navigating college savings is a significant concern for many families. With rising tuition costs and the increasing necessity of higher education for career advancement, parents and guardians are keenly focused on finding effective ways to set aside funds for their...

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax, legal or investment advice. Please consult legal, tax or investment professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest.

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Robert Grimard

Sr. Financial Professional
Founder

Bob GrimardBob has a passion for making your money work hard for you. He takes profound joy in ironing out a plan for a long and comfortable retirement, no matter what your current income or level of wealth. With a work ethic second to none, he has a zeal for transforming uncertainty into stable ways for you to protect your future and your family. He knows that the quality of your life you enjoy today can remain as rewarding—or even better—after retirement.

When Bob isn’t working, he loves to fish, golf, and surround himself with an ever-growing family.

Carol Brigham

Operations Manager

Carol-BrighamWith a strong background in information technology, Carol is instrumental in building operational policies and strategies that keep the organization functioning smoothly.  Carol’s organizational skills and her flexibility to jump from priority to priority along with her commitment to customer service makes her an essential part of the Grimard Financial team.  When Carol is not working with the Grimard Financial Family, she is a very creative and accomplished photographer.

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