We all want the best for our children-to keep them safe, provide for their future and help them find happiness. We instill in our children at a very young age the importance of education.
That is why you have us! We will help guide you and choose the plan that best fits your needs and goals. There are dozens of plans available and their features and rules can vary greatly.
* Prior to investing in a 529 Plan investing should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits, such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.