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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.

 

 

FB Financial 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?

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

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 Financial 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 FDIC-INSURED 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.

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