Our Approach -- Growing dreams, building futures.
Today, she's a fairy princess. Tomorrow, she's a _________.
Providing your child with every opportunity to fill in the blank is what being a parent is all about — from day one to year 18 and beyond. We know this because we're parents, too. Our Parent Investment Specialists understand your financial goals for your child because they have the same goals for theirs. So whether your child wants to be an astronaut, a writer, a botanist, or a veterinarian, we'll help you make sure that the money is there to turn her dreams into reality when the time comes.
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Even parents need piggy elephant banks.
Thanks to its overall flexibility and tax-deferred distributions, we believe a 529 plan is truly one of the best savings options for parents. From state-sponsored plans to prepaid tuition programs, there are many options to consider, and more pop up every year. Your personal Parent Investment Specialist will explain in detail the features and benefits of the various plans available, and will help you choose the best program for your goals, timeline, and budget. For less than what you spend on a month's worth of grande nonfat vanilla lattes, you can start a 529 plan today.
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Kids grow up, so give them wings.
OneShare Investments was founded on the belief that starting a college savings plan as early as possible is the key to preparing for your child's future financial needs. As a boutique brokerage, we're able to concentrate solely on helping parents find the right 529 plan for their long-term savings goals. By adding our Parent Investment Specialists to your pool of trusted advisors, you're partnering with the best and brightest college financial planners in the business.
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Green efforts
The environmental decisions we make today affect the planet our kids inherit, and that's why OneShare Investments is committed to becoming a Certified Green Business. From purchasing recycled products to cutting back on paper reports, we're taking small steps to make a big difference.
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