925.930.7176

Company Name - City, State
Client Login
  • Home
  • Who We Are 
    • Welcome
    • Philosophy
    • Our History
    • Core Values
    • Our Team
  • What We Do 
    • Retirement & Rollovers
    • Investment Management
    • Financial Planning
    • Tax Management
    • Insurance
    • Estate Planning
    • Keeping You Informed
    • Account Consolidation
  • FAQ
  • Resource Center 
    • Estate
    • Insurance
    • Investment
    • Lifestyle
    • Money
    • Retirement
    • Tax
    • Tax Resources
    • Calculators
    • Glossary
    • Useful Links
  • Contact Us

Saving for College 101

Here's a crash course on saving for college.

Have A Question About This Topic?

Thank you! Oops!
 

Related Content

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Contact

Wagner Loftin Investment Services LLC

Office: 925.930.7176

Fax: 925.930.6668

3478 Buskirk Avenue

Suite 333

Pleasant Hill, CA 94523

sculp@wlisinvest.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Wagner Loftin Investment Services LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Wagner Loftin Investment Services LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wagner Loftin Investment Services LLC unless a client service agreement is in place.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Wagner Loftin Investment Services LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.


This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, HI, ID, IN, LA, MA, MD, MI, MO, MT, NC, NV, NY, OK, OR, PA, SC, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable, exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Form CRS- Client Relationship Summary