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Happy Investment Services

College Savings Program

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Saving enough money to pay for college can seem daunting. How much do you need to save? What type of plan is suitable for you? Our wealth advisors can help you understand the various benefits of the savings vehicles available that can help you fund your child’s or grandchild’s education with several options:

  • 529 Plans
  • Coverdell Education Savings Accounts
  • Uniform Transfers to Minors Act (UTMAs)

We can also help you decide how much you will need to save each year and overall to achieve that goal.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Happy State Bank and Happy Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Happy Investment Services, and may also be employees of Happy State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Happy State Bank or Happy Investment Services. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, GA, IN, IA, KS, KY, MD, MO, MS, NE, NV, NM, NY, NC, ND, OH, OK, OR, TN, TX, UT, WA, WI

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