- 401kid is the premier SEC Registered Investment Advisor dedicated to opening doors and changing lives, by making each family’s education dreams become a reality.
- We maintain the integrity of our objective advice, our most precious commodity, by remaining conflict-free while refusing to accept fees from investment managers or by offering our own investment products.
- We serve families' education savings needs by providing a) the best asset allocation and financial aid advice available; b) the most comprehensive education savings vehicle 'supermarket' available; c) savings discipline through systematic withdrawals; and d) value added advice and content.
- We are dedicated to the highest quality of customer service though the superior internet delivery of our advice with Education Planner support.
- We serve not only well individuals – but also includes the underserved Special Needs population’s educational and quality of life needs.
This mission statement was designed to address the key issues confronting American families in funding educations for their loved ones:
- Consumer confusion abounds and many of the old college funding rules no longer apply!
- Creating an Optimal Education Savings Plan is difficult!
- Parents worry more about paying for college than retirement!
For most individuals, the only way to adequately save for their children’s, grandchildren’s or their own education is through the:
- Elimination of misconceptions and confusion by providing objective, high quality Education Savings Plans (ESPs).
- Savings discipline using systematic withdrawals in accordance with the ESP.
"Its a 401(k) for Kids"
|Objective Advice (401kid)
||Wide selection of tax advantaged savings options (3rd party managers)
||'Make the dream of an education become a reality'