Higher Education: College Saving and Funding Strategies

Jim Merklinghaus is the Founder of JM Wealth Management

81 Crooked Tree Lane Unit 107, Vero Beach Florida 32962 USA

(201) 723-4926 - RetireTaxFree@JBMFinancial.com

Securities offered and sold by and through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC. JM Wealth Management and CoreCap Investments are separate and unaffiliated companies. This material does not constitute an offer to buy or sell securities or a solicitation of such offers in any jurisdiction in which James Merklinghaus and/or CoreCap Investments is not appropriately qualified to make or seek such offers.