529 Savings Plans
There’s no greater feeling than seeing your child succeed. With the cost of private and higher education on the rise, planning ahead to help manage the expense can prove invaluable – and it’s never too early to start – even from the moment they are born.
We can assist you with establishing a 529 Educational Savings Plan to help you set aside funds with the benefit of tax-advantages for specific use towards:
- Elementary and secondary school tuition
- College tuition
- Graduate and post-graduate tuition
- Select educational expenses such as: room and board; books and equipment; computer and software required for course work; and special services
Based upon your time horizon for use of the funds, we can help determine the right investment strategy for you.
Before investing in a 529 plan, investors should carefully 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.
Contact a member of our team to learn more or get started.
HNB Financial Services Registered Address and Phone: 724 Main Street, Honesdale, PA 18431; 570-253-3355.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services reference on this site may be available in every state through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Investment Services, LLC site.