HTG Investment Advisors Inc. recommends successful UESP plan

HTG Investment Advisors Inc., a New Canaan-based independent investment advisory firm, has long recognized and impressed upon its clients the importance of saving and investing early in order to achieve one's goals. One such critical area in which HTG advises clients is saving for college, which includes the use of tax-advantaged 529 college savings plans.

In particular, HTG recommends the Utah Educational College Savings Plan, and that recommendation was recently affirmed when Morningstar ranked UESP as best in class in its annual review of over 50 state 529 plans.

"Many of our clients have children or know someone who has college-bound children, and they need help in preparing for the financial challenges that come with higher education. As parents ourselves, we felt we needed to develop an effective strategy that would prepare families for the costs of college which are rising at a rate well above inflation," said HTG's senior advisor, Barbara Ollinger. "With the UESP Plan, we have selected a well regarded investment vehicle for parents and grandparents which offers some unique benefits, and we've been sharing it with our clients ever since."

Morningstar composes a list of the Top 529 college savings plans based on five elements: portfolio; performance; price; management; and stewardship. Morningstar describes the best-in-class-rated 529 plans as those which are easy to own, affordable, perform well and are run by experienced managers who work for firms with excellent stewardship practices.

To learn more about college savings planning, and HTG Investment Advisors and its services, contact Susannah Hansley at Susannah@htgadvisors.com or 203-972-8262 for a consultative appointment.

HTG Investment Advisors is an independent investment advisory firm devoted to the individual investor. Founded in 1993, HTG is a fee-only, registered investment advisor, and operates under the regulations of the Securities and Exchange Commission. HTG serves more than 100 families and manages more than $250 million in assets. HTG's mission is to help individuals and families achieve their financial goals by providing expert investment counsel and management supported by an array of financial planning services.

To learn more, visit www.htginvestmentadvisors.com.