College Aid Planners | Investments

Services

To help reduce the overall cost of college so that you ultimately have more money available for your retirement, College Aid Planners offers the following services:

» Financial Aid
» Tax Preparation
» Investments

Investments

We offer savings and investment advice including a vast selection of:

529 College Savings Plans
Fixed and Variable Annuities
Mutual funds

We can also assist you with:

IRA and 401(k) rollovers
Retirement Planning
Life insurance

Securities & Advisory Services Offered through World Equity Group, Member FINRA/SIPC.
Licensed to conduct securities business in Illinois, Indiana, Wisconsin, and Virginia.

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