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529 College Savings Accounts

Client Centered

Everyone is eligible to take advantage of establishing and contributing to a 529 plan for College Savings on behalf of a designated beneficiary. The college savings plan includes state tax break, simplified tax reporting, it’s low maintenance and flexible while the donor stays in control of the account. Please contact us for a detailed benefits analysis to see how a 529 plan may support your child’s or grandchild’s financial security.

When you invest for college through a 529 plan, you are investing in securities that could lose money. Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 plan. Read it carefully before investing. You should also consider before investing, any tax or other benefits that may be available exclusively to residents or their designated beneficiaries through their home state’s 529 plan.

Contact or call the office at 847-498-7181 to discuss your goals and objectives.