900 East Paris Avenue, Suite 100, Grand Rapids, MI 49546 | 616.559.45551131 West Superior Street, Wayland, MI 49348 | 269.792.0362Securities 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. United Bank Bank and United Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name United Wealth Management, and may also be employees of United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of United Bank or United Wealth Management. The United Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, FL, GA, IL, IN, ME, MI, MO, OH, OR, VA, and WA. Securities and insurance offered through LPL or its affiliates are:
The role of a college savings account in your plan
These allow you to pay for college costs while taking advantage of many tax benefits.
Is a college savings account for you?
If you have a desire to pay for, or contribute, to your child, grandchild or other person’s education expenses, these savings accounts offer tax advantages. Be sure to use the funds for qualified education expenses or you’ll have to pay a penalty.
The Coverdell and 529 savings plans can also be used to pay for K-12 expenses.
Why United Wealth Management
If you’re asking how to save for college or how to start a college fund, you’ve landed in the right place. Together, we can come up with a plan to help you achieve your college savings goals.
Real Solutions for Real Life
Preparing for initial meeting
Gather financial statements and start a list of your current and future financial goals.
As your wealth management partner, we’re united in our mission to help you pursue your financial goals.
Education and tools
A few simple resources, like market information and calculators, can make managing your money so much easier.