Financial Services Offerings | Catawba River Capital

Financial Service

Planning for education expenses is an investment in the future—one that requires foresight and careful financial management. Rising tuition costs, evolving scholarship opportunities, and changing tax laws make it essential to have a clear, adaptable strategy. We work closely with families to develop personalized savings plans, leveraging tax-advantaged accounts such as 529 college savings plans, Coverdell Education Savings Accounts (ESAs), and custodial accounts to maximize your savings potential. Our goal is to help you balance education funding with other financial priorities, ensuring you can support your child’s aspirations without compromising your long-term security. Whether saving for private school, college, or graduate education, we provide expert guidance to help you make informed decisions that align with your financial future.

From early education savings to college funding, we create a customized financial roadmap that covers tuition, living expenses, and related costs without compromising your overall financial security. We help you navigate options like 529 plans, Coverdell ESAs, and UGMA/UTMA accounts, ensuring tax-efficient savings strategies that maximize growth. Our expert guidance also includes evaluating scholarships, financial aid, and student loan implications so you can optimize funding sources and minimize future debt. With a well-structured education plan, your family’s educational aspirations remain financially achievable.

William Howard & Co. Financial Advisors

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Contact Us

William Howard & Co.
Financial Advisors Inc.
International Place II
6410 Poplar Ave, Suite 330
Memphis, TN 38119

P: (901) 761-5068
F: (901) 761-2217
E: whc@whcfa.com

William Howard & Co. Financial Advisors, Inc. (“William Howard”) is an investment adviser registered with the Securities and Exchange Commission and holds notice filings with the states of Tennessee, Texas, and Mississippi. Registration does not imply a certain level of skill or training.

William Howard does not warrant the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. Information presented is for informative purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any product.

William Howard will not be responsible for any loss or damage that could result from interception by third parties of any information made available to you via this site. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, William Howard cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.

Neither William Howard nor any of its directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this site, or resulting from the act or omission of any other party involved in making this site or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of the site or these materials, whether or not the circumstances giving rise to such cause may have been within the control of William Howard or of any vendor providing software or services support.

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All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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