As an involved parent, you are committed to providing your children with the finest education possible. The best way to help ensure that you will be able to afford the ever-increasing cost of college tuition is to start investing toward college savings today.
I can help you understand your investment options and how starting early can help build your college nest egg. I’d love to meet with you to discuss:
• How much it may cost to send your child to college;
• Investment options to help meet your college funding goals; and
• How to minimize taxes* on your potential investment earnings.
If you’re interested in learning more about saving for college, contact me at 775-789-3123 to schedule an appointment.
All the best,
Steve Lindquist
Steve Lindquist
stevelindquist@peakfns.com
Financial Consultant
9600 S McCarran Blvd
Reno, NV 89523
(775) 789-3140
http://www.gbfinancial.org/
Steve Lindquist is a registered representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Registered address: 9600 S McCarran Blvd., Reno NV 89523.
Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency. No credit union guarantee. May lose value.
Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer’s official statement and should be read carefully before investing.
Investors should also 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. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investing in any state’s 529 Plan.
*For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither {BrokerDealer}, nor any of its representatives may give legal or tax advice..
*Source: Schwab Center for Financial Research. Charts are hypothetical and are not intended to represent a specific investment product.
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