Thank you for your patience filling this out! Once you click the submit button below we will:
- Review the information for completeness.
- Put together a recommendation for which 529 plan(s) we think you should use based on your and the child's state of residence, tax implications, the amount to be invested and several other factors.
- Put together a college savings needs analysis based on the college information you entered above.
- Call you to review and agree upon the 529 plan(s) recommendation and the college savings needs analysis and to complete any missing information.
- Fill out all required forms.
- Send the forms to you via UPS for your signature with a return UPS envelope.
- Upon receiving the signed forms we will process the account opening through our broker dealer and the appropriate 529 plan(s).
- We will monitor that your account is setup and funded and call you when it is.
- One month after your account has been funded we will setup your own personal financial website which you can login to any time to see how you are tracking toward your college funding goals.
- We will monitor your account on an ongoing basis and contact you if need be.
- We will contact you in a year to setup an annual review meeting.
Thank you for your trust in us!
Before investing, the investor should consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan.For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
All situations are different, please consult your financial professional for information regarding your needs and suitability issues. An investor should consider the investment objectives, risks and charges and expenses associated with municipal fund securities(529 Plans) before investing. More information about municipal securities is available in the issuer’s official statement. The official statement should be read carefully before investing.
Investment Advisor Representative and Registered Representative offering advisory services and securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.