Working with an advisorWhen you have a financial advisor help with your overall financial planning, you may want to consider an advisor-sold 529 plan. It provides the same tax advantages, flexibility, and control as a plan sold directly to individual investors. In addition, it offers you the benefit of your advisor's expertise in choosing investment options that suit your specific goals and objectives. Working together, you and your financial advisor can determine which investment options and strategies are best for you.
A professional financial advisor is a resource who can:
- Assist you in navigating complex financial markets
- Help map out options and approaches that are right for you
- Work with you to update financial strategies as your needs change
- Draw on expertise to help you protect your assets
- Help you maintain your long-term investment perspective
Saving for college is an integral part of a family's financial plan. Talk to your financial advisor as part of your strategy for getting the most from a 529 plan and staying on track to reach your college savings goals. Upromise Investments offers advisor-sold 529 plans to help meet your needs.
