Financial Planning
529 College Savings Plan:
As tuition costs climb, saving early for education is key.
- Tax-Advantaged 529 Savings Plans are one of the most popular options for making sure school expenses will be covered when your child reaches college age.
401 (k) Planning:
Our financial planners can help you make decisions that reflect:
- Client Goals and Risk Tolerance
- Percentage Taken out of each Paycheck
- Which Investments these Contributions are Going to
403 (b) Plans:
Primiarly offered to employees of government and tax-exempt groups. Same as a 401 (k) plan, employees can defer money from paychecks into their 403 (b) account. Sometimes these are offered as Roth versions.
Asset Allocation:
Leave it to Celtic Wealth to help with your Asset Allocation, which can acccount for 90% of your investment's variability.
- Our professionals strike the right balance between stocks and bonds for our clients' risk-and-return expectations.