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College Funding


Accumulation Planning   |   Retirement Income Management   |   Estate Analysis

Deciding how much money to save for college education is generally a three-step process. The first step is estimating what the cost of college will be at the time of attendance. MFP assists by performing a college cost analysis and estimating expected family contributions.


Solutions for College Funding may come from:

  • State Sponsored Section 529 College Savings Plans
  • Distinct Mutual Fund based Coverdell Education Savings Accounts


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Phone: (408) 286-4010
Fax: (408) 452-1037
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Financial plans and investment advisory services are offered through qualified Financial Planners of MML Investors Services, Inc. Member SIPC only.
Not all representatives with Miceli Financial Partners are qualified for financial planning services.

Securities offered through registered representatives of MML Investors Services, Inc. Member SIPC
(101 Metro Drive, Suite 550 San Jose, CA 95110 (408) 286-4010).

Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.


© 2012 Miceli Financial Partners. All rights Reserved.