College Savings Plans
Lakestone Financial Services can help facilitate College Savings Plans, which can be used to pay tuition, fees, room and board, books and required supplies at accredited colleges, universities and vocational schools across the country.
The expense of a higher education is burdensome on many families. Talk to us about the 529 Plan and the Coverdell Education Savings Account to see which option is best for your family.
At Lakestone Financial Services, we know that financial planning is more than just account balances on a computer screen. It’s an opportunity to support your children’s dreams, look forward to a great retirement, provide security for your family and leave a meaningful legacy.
Lakestone Financial Services is ready to help you no matter what stage you're at — whether you've just begun to grow your assets or have been building up for years. Our advisers will assess your needs and create a customized plan that fits your lifestyle.
Your partnership with Lakestone Financial Services begins with a confidential conversation. Your financial adviser will then objectively review each area of your financial life and work with you to create, implement and cultivate your customized financial plan.
We offer access to various IRAs: SIMPLE, Roth, traditional, rollovers, transfers, and SEP (Simplified Employee Pension) plans. IRAs allow the income from interest, dividends and capital gains to compound each year without taxes**. In addition, you also can defer taxes on either the money you put into the plan initially or on the money you withdraw in retirement, depending upon whether you choose a traditional or Roth IRA.
Financial Services Officer
Call Tyson to set up a free, no obligation consultation. For existing Infinex clients who have an emergency or need to make a trade call Infinex Financial Group support team at 800.218.2827.
Lakestone Financial Services are provided through Infinex Investments, Inc., a registered broker-dealer and member of FINRA/SIPC. Explanatory brochures are available at FINRA and SIPC. SIPC protects securities customers of its members up to $500,000 (including $100,000 for claims for cash).
*All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.