At Velwealth, we connect you with top-tier financial advisors in Des Moines who specialize in education planning. Our pre-vetted advisors create personalized education savings strategies tailored to your unique goals.
Integrate education savings with your overall financial plan.
Our Approach Through Pre-Vetted Advisors in Des Moines
Velwealth
👋 Hi Luke, You have 4 recommendations to maximize your balance.
Assessment of Current Savings
Our vetted advisors will review your current education savings, including 529 plans and other accounts.
Education goals
$15,432/month
Goal Setting
Your matched advisor will define your education savings goals, considering the anticipated costs of tuition and other expenses.
Education goals
6
12
24
Months
$
3k
/month
Long-term Strategy:
+47%
Customized Estate Strategy
Your advisor will develop a comprehensive education savings plan, recommend tax-efficient accounts, and provide investment strategies.
Why Choose a Local Advisor in Des Moines
In-Depth Local Knowledge
Advisors who understand the educational landscape and opportunities in Des Moines.
Accessibility
Easily schedule face-to-face meetings for personalized service.
Community Connections
Advisors with strong local networks and resources.
Find an Education Planning Advisor in Des Moines
Plan for your children's future with a trusted education planning advisor in Des Moines. Contact Velwealth today to find the perfect advisor and begin your journey toward effective education savings.
