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Benefits of a 529 Plan


We believe in the power of education and the importance of planning for your loved one's future. One of the most effective ways to save for their higher education expenses is through a 529 plan. Let us guide you through the incredible benefits of this valuable financial tool. 

Secure Your Loved One's Future: A 529 plan is a tax-advantaged investment account designed to help families save for future education expenses. By opening an account with us, you can start building a solid financial foundation for your child or grandchild's education journey.

Tax Advantages that Matter: One of the most compelling benefits of a 529 plan is its tax advantages. Earnings in a 529 account grow federally tax-free, and withdrawals for qualified education expenses are also tax-free. This means you can maximize your savings potential and keep more of your hard-earned money for your loved one's education needs.

Use Funds at Eligible Educational Institutions: A 529 plan can be used at eligible educational institutions such as private schools, trade schools, or colleges across the United States and even some abroad. From tuition fees to books, supplies, and room and board, the funds saved in your 529 plan can be applied to a wide range of qualified educational expenses. 

Transferable and Beneficiary-Friendly: With a 529 plan, you have the flexibility to change the beneficiary of the account if necessary. This feature allows you to adapt your savings plan to your family's evolving needs, ensuring that your investment continues to make a positive impact on your loved one's future.

Support and Guidance Every Step of the Way: We are here to guide you through the process of opening and managing your 529 plan. We will answer your questions, address your concerns, and help you make informed decisions, so you can feel confident about your investment.

Contact us now to learn more about the benefits of a 529 plan and start planning for a bright future.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Complimentary Consultation Meeting:  We offer a complimentary,  no pressure or obligation, consultation meeting.  During the meeting, we will listen to your goals, examine your current financial situation and offer honest, forthright answers to your questions.  For your convenience, meetings are offered to be conducted by in-person, phone or video conferencing.

To schedule your complimentary, consultation meeting:

1. Call our office: (717) 461-7828, or

2. Use the online scheduler below:  Select an advisor who you would like to meet with and follow the prompts.

To learn more about each advisor, click here