Lending a helping hand to family members or friends is admirable, whether it’s preparing a child for college or supporting an aging loved one. At V SNAP FINANCIAL STRATEGIES, LLC, we provide guidance and strategies to help you provide for those you care about most — ensuring your generosity strengthens their future without compromising your own financial well-being.

Key Areas We Focus On:

• Gifting – We help you explore gifting strategies that transfer wealth efficiently, reduce potential tax burdens, and allow you to support loved ones during your lifetime.

• Education Strategies – From savings plans to tailored strategies, we guide you in creating a roadmap that makes education more affordable for children and grandchildren.

• Caring for Elderly – We assist in preparing for the financial needs of aging parents or relatives, ensuring extended periods of care, healthcare costs, and legacy wishes are thoughtfully addressed.

• 529 College Plan Review – Our team reviews your current 529 plan to confirm contributions, investment choices, and distribution strategies align with your family’s education goals.

• Roth IRA for Children – We evaluate opportunities to set up Roth IRAs for minors with earned income, helping to build a foundation for long-term, tax-advantaged savings.

• UTMA (Uniform Transfers to Minors Act) – We guide you through UTMA accounts, which allow you to transfer assets to children for their future benefit while maintaining oversight until they reach adulthood.