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.
FB Investment Services, A Division of Fremont Bank, and LPL Financial1
can help you; help your children and grandchildren by:
Discussing the different plans available and uncovering what’s suitable 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?
Contact us today at (800)400-7067 to schedule a complimentary, no-obligation appointment.
To learn more about our investment and financial planning services, visit us on our FB Investment Services website.
1 Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Investment Services, a Division of Fremont Bank, are not registered broker/dealers and are not affiliated with LPL Financial.
Investment and Insurance Products offered through LPL Financial are:
|NOT A BANK DEPOSIT
||NOT GUARANTEED BY THE BANK
||MAY LOSE VALUE
||NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
2 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.