Higher education is one of the most meaningful investments a family can make. We help you create a thoughtful savings strategy that supports your child’s future while staying aligned with your long term financial goals.
Education Costs Keep Growing. Planning Can Help.
The cost of education continues to rise, and planning ahead can help reduce financial stress later on. A personalized education strategy allows you to prepare gradually while taking advantage of opportunities designed to support long term savings.
Lyons Investment Group
Creating A Strategy For Future Education Costs
Education planning helps families prepare for future academic expenses through structured and tax efficient savings strategies.
Whether your child is years away from college or approaching enrollment soon, having a clear plan in place can help you manage tuition costs and other education related expenses with greater confidence.
Programs such as 529 savings plans and Education Savings Accounts (ESAs) offer valuable tax advantages that may help your savings grow over time while supporting qualified education expenses.
Depending on your circumstances, additional opportunities such as education tax credits, student loan interest deductions and tax advantaged savings programs may also help support your long term planning strategy.
37+ Years
Of Finance Experience
30 Years
With The Lyons Group
Series 6, 7, 63
Securities licenses
Balancing Education Goals With Long Term Planning
Our approach to education planning is designed to help families create a strategy that balances future educational goals with their broader financial priorities.
Building long term education savings strategies
Exploring tax advantaged education accounts
Preparing for tuition and qualified expenses
Coordinating education goals with retirement planning
Creating a plan that grows alongside your family
Lyons Investment Group
We believe education planning should feel thoughtful, manageable and aligned with the future you want to create for your family.
Education focused strategies
Structured savings approaches designed to help prepare for future tuition and educational expenses.
Tax advantaged planning
Explore savings opportunities that may provide valuable tax benefits for qualified education costs.
Guidance for growing families
Work with a team that understands how education planning fits into your broader financial picture.
*Donald R. Lyons offers products and services using the following business names: Lyons Investment Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Lyons Investment Group.
Licensed In: AL CA, CO, CT, FL, GA, ID, MD, MI, MS,MN,NE,NJ,NM,NY, NC, OK,PA, TN,TX,VA,WV
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Location
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.