Give Your Child a Head Start on Achieving Financial Freedom
This free guide from Opal Wealth Advisors breaks down the most effective strategies for building wealth across generations, from flexible savings accounts to long-term investment tools like trusts and 529 plans.
What You’ll Learn
Give your children or grandchildren the advantage of thoughtful financial planning. Inside this 6-page guide, you’ll discover:
- How to align your support with your family’s values and goals
- The pros and cons of key savings and investment accounts
- Flexible options for education, entrepreneurship, and home buying
- Tax benefits and control considerations for each strategy
- Real-life scenarios that bring these options to life
Your Legacy Starts Now
At Opal Wealth Advisors, we believe that financial success is about more than numbers. It also includes values, vision, and the impact you want to have on the people you love. This guide is your starting point for creating a lasting legacy that supports your child’s goals, dreams, and independence.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your accounts; and, (3) a description of each comparative benchmark/index is available upon request.