Nondiscrimination Policy

This business appreciates the diversity of human beings and does not discriminate based on race, age, religion, ability, marital status, sexual orientation, sex or gender identity.

This information does not constitute tax advice and is provided for informational purposes only.

Before investing in any 529 plan, please consider whether the home state of the beneficiary offers any tax benefits that are only available through that state's 529 plan. Please read the respective 529 plan offering document and consider it carefully before investing in a 529 plan. Consult with a tax advisor, financial advisor, local taxing authority, and/or plan provider or sponsor for more information.

Check the background of your financial professional on FINRA's BrokerCheck.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.