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Educational Investment Accounts

Prepare for a future of boundless possibilities.

For all the places they will go, an investment plan can help to get them there.

Educational Investment Accounts

Investment Options Frequently Asked Questions Educational Investment Accounts

Preparing for the future starts now!

Whatever the future holds for your child, you want to make sure you are prepared for it. With the rising costs of college tuition, it is important to come up with a financial plan early. The most cost-effective way to pay for college is to plan in advance and save diligently. In reality, many families get behind schedule and don’t begin saving in earnest until college is right around the corner. With an RF Education Investment Account, you can not only develop a strategy towards covering your child's future educational costs, but you can invest those savings to earn higher returns, giving you both a better chance of meeting your goals.

The RF Educational Investment Account (EIA) is a flexible and effective way to prepare for future educational costs. The EIA provides access to our family of mutual funds and allows the flexibility to invest according to your personal investment risk preferences, all through a single account.

How Much Can I Save?

Although saving for college might feel unattainable, it’s far more possible when time is on your side. That’s why starting early is so important - half of your savings years will have passed by the time your child is in the second grade. When you start early, you can take advantage of the power of compounding. A compounding effect occurs when any accrued interest or earnings collects additional interest or earnings. The earlier you start, the more opportunity your money has to grow.

The amount will be different for each investor, depending on the amount of time until enrollment, private or public school, as well as any supplemental assistance, afforded. One thing is certain, it will cost more for an education tomorrow than it does today.

Investing just $500 a month will yield the following over time:


Note: Values given are projections only, actual returns may vary and can go up as well as down.

What Makes the RF EIA Different?

It takes a village to raise a child, and paying for college is no different. With an RF Education Investment Account, anyone can invest on behalf of your child. That means parents, grandparents, aunts, uncles, and friends can all contribute to your child’s academic future with no deposit limits for contributors.

Multiple Investment Options
Our EIA allows for access to six different investment strategies through one program. This option allows for the potential for higher returns over time.

You can use it at any college institution
Where you decide to send your child to college is an important choice involving a host of factors, such as available degree programs, academic reputation, and distance from home. The EIA proceeds can be used at any college and study abroad programs to pay for tuition, fees, room and board, books, and other expenses.

You control the account. Unlike other college savings programs, you retain control over withdrawals for the life of the account. You can even change beneficiaries to another family member if your child decides not to attend college or if there is money left over.

We bring our expertise to every college savings portfolio.
When you open an RF Education Investment Account, you get more than a powerful college savings tool: you also get experienced and knowledgeable management of your assets.

Contact us now to get started!


Allan Shine

Business Development Manager

Stephanie Plews

Financial Planner

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Give Us A Call At 345-746-6010

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