Fremont Bank College Savings Plans

College Savings Plans


College Savings Plans

Whether they want to grow up to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams, as best we can.

Fremont Bank and our SPF1 Financial Representatives can help you; help your children and grandchildren by:

Discussing the different plans available and uncovering what’s best for your family:

  • 529 Plans2
  • Coverdell Education Savings Accounts
  • UGMA & UTMA Custodial Accounts for Minors

Answer frequently asked questions by Grandparents:

  • Will Medicaid count my Grandchild’s 529 plans as a part of my assets?
  • Can I access the money in the event of an emergency?
  • Can a 529 plan affect my grandchild’s chance of receiving Financial Aid?

To learn more about higher education planning needs, contact us today to schedule a complimentary, no-obligation appointment. Call (800) 400-7067.

1 Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC)  and SEC Registered Investment Advisor. Investment Representatives are registered through SPF. Fremont Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.

Products offered through SPF are:

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

Investors should consider investment objectives, risks, and charges associated with Section 529 plans prior to investing. Contact your financial advisor or 529 carrier for more information about municipal fund securities which is available in the issuer’s official statement or plan disclosure which should be read carefully prior to investing. 

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