Family Services
From college savings (529 Plans) strategies and healthcare planning to estate planning, we help families build and protect a strong financial foundation for generations to come.
College Savings
(529 Plans)
Give your child a head start with a solid college savings plan. We help families navigate 529 college savings accounts, understand the tax advantages, and align education goals with their broader financial plans. With our guidance, you can invest in your child’s future.
Estate Planning
Planning for the future means protecting what matters most. Our estate planning services help you create or review wills, establish trusts, assign powers of attorney, and ensure your assets are passed on according to your wishes. We work alongside your legal advisors to help you create a lasting legacy.
Trust Accounts
Protecting your legacy starts with the right trust account. At Miami Valley Financial Partners, we offer both revocable and irrevocable trust options tailored to your unique needs. A revocable trust gives you the flexibility to manage and adjust your assets during your lifetime while keeping them secure for your family. An irrevocable trust ensures your wishes are clearly carried out when you pass, offering potential tax benefits and long-term estate planning advantages. Our team works closely with you to build a plan that honors your intentions and aims to safeguard your future.
HSA Planning
We assist families in choosing the right healthcare coverage and making the most of Health Savings Accounts (HSAs) for both current and future needs. Whether you're supporting a growing family or planning for future medical expenses, we want to help you create a plan that brings peace of mind.
