College Savings Plans

College Savings Plans are a tax-advantaged way of saving for future college expenses. These plans allow the account holder to establish a college savings account for a beneficiary and use the money to pay for tuition, room and board, mandatory fees, required books and computers. The earnings are not subject to federal tax (or state tax, in most cases) as long as the money is used only for qualified college expenses. These plans are open for both adults and children.

Mission Statement

At Clifford Associates (CA) Financial Services, our mission is to enhance our client’s financial security and peace of mind.  We take great care in listening to our client’s needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams.

Services

We provide financial and investment services including Registered Investment Advisory Services, Private Portfolio Management, Financial Planning, IRAs, College Savings Plans, Life Insurance and Estate Planning Assistance.

Newsletters

Click here to visit our Newsletter page where you can view our Client Quarterly Newsletter (Summer 2017) and links to archived newsletters which have up-to-date financial advice and helpful hints and tools to help you navigate the myriad of financial news and trends.

Have a question?

Don’t hesitate to send us an email or give us a call (208) 746-3270… we are here to help!

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA / SIPC and an SEC Registered Investment Advisor.

 

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

KMS Financial Services