Investing in Your Child’s Future with the Help of a Professional College Savings Financial Advisor

Empower their educational journey with smart savings.

The Path To Higher Education Begins Here

Education is a valuable asset in a child’s life. At Lifelong Wealth Management Group, we understand the significance of saving for your child’s education. Our college savings planning services in Lake Oswego focus on more than just accruing funds; it’s about preparing your child for a successful future. We provide guidance on various savings instruments like 529 Plans, UGMA/UTMA, and Coverdell Savings Accounts, ensuring your child’s educational aspirations are within reach.

Start planning for your child’s education today. Reach out to us for tailored college savings solutions.

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Educating The Next Generation On Finances

Educating children about the fundamentals of finance, including saving and budgeting, is essential. At Lifelong Wealth Management Group, we emphasize the importance of teaching young minds the value of deferred gratification and financial responsibility.

Introducing these concepts at an early age not only equips them for managing educational expenses but also lays a solid financial foundation for their adult lives. Our approach is designed to help the next generation develop a strong understanding of money management, which is crucial for their long-term financial well-being and independence.

Educating The Next Generation On Finances


Fostering Work Ethic And Passion

Fostering Work Ethic And Passion

At Lifelong Wealth Management Group, we believe in the philosophy of “Work first, play later,” and advocate for a balanced approach to life. Fostering a strong work ethic in children, along with nurturing their passions, forms a critical part of our guidance.

Our role extends to helping families align their children’s interests with suitable financial planning, particularly for educational pursuits. We support parents in teaching their children the value of hard work and dedication, ensuring they grow into financially responsible and passionate individuals.


Comprehensive Savings Strategies

Our team at Lifelong Wealth Management Group is proficient in developing comprehensive college savings strategies, harnessing the power of compound interest. We provide expert advice on various college savings options, including 529 Plans and other effective educational saving vehicles.

Our goal is to assist you in making well-informed financial decisions that pave the way for your child’s educational future. With our guidance, you can be confident in creating a savings plan that not only meets your child’s future educational needs but also maximizes the benefits of your financial contributions over time.

Comprehensive Savings Strategies

Discover the best college savings plan for your family. Contact us for expert guidance.

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Building A Foundation For Lifelong Learning

Investing in your child’s education is more than a financial commitment; it’s an investment in their future success and personal growth. At Lifelong Wealth Management Group, our financial advisor for college savings understands the profound impact that a solid educational foundation can have on a child’s life.

Our approach focuses on creating college saving strategies that support not just the financial aspects of education but also foster a lifelong love for learning. We believe that by setting the groundwork for a comprehensive educational journey, we are helping to pave the way for your child’s future achievements and well-rounded development. With our guidance, you can ensure that your investment in education yields lifelong benefits.

Building A Foundation For Lifelong Learning

Get In Touch

Let us help build your child’s educational future.

Contact Us Now!

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534


Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084


Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598