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Saving for College

College costs continue to increase. Please feel free to use these resources to assist in your research and planning. However, we are happy to sit down and discuss planning options with you. Please contact us to schedule an appointment.

We all want the best for our children and every child has the potential to do great things. Your child or grandchild might go on to cure a disease, invent a revolutionary new technology, design an awe-inspiring building, or write a future generation’s classic novel. Unlocking his or her potential takes encouragement, love, and support—but increasingly it also takes investing in a college education.

JOHN HANCOCK 529 – COMPARE YOUR OPTIONS

COLLEGE SAVINGS PLANNER - CLICK HERE


(a) An investor should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities before investing;
(b) More information about municipal fund securities is available in the issuer's official statement which should be read carefully before investing.
(c) An investor should consider, before investing, 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.

This page contains links to third-party company websites. By selecting a third-party link, you will be leaving our website and launching a new browser window that will take you to a non-JBirney Financial website. Our firm is not affiliated with any of the third-party websites. We are only providing these links to the third-party websites for your information; they should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. The decision to use these websites is exclusively yours.

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  •   Office:
    104 South 4th Street, Flagler Beach, FL 32136
  •   Mailing:
    P.O. Box 268, Flagler Beach, FL 32136
  •   386.693.4407
  •   JB@JBirneyFinancial.com

A Bosses For Babies Business

A Bosses For Babies Business

John T. Birney is a Registered Representative Offering Securities and Advisory Services through United Planners Financial Services, member FINRA/SIPC. JBirney Financial and United Planners are not affiliated.

John T. Birney is registered to conduct securities business in AL, CA, CT, DC, FL, GA, IL, MD, MI, MN, NC, NY, OH, OR, SC, TN, TX and WA.  This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than FL, GA, MD, MI, NC, TN and WA.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

This material was prepared by Advisor Website, and does not necessarily represent the views of United Planners Financial Services. This information has been derived from sources believed to be accurate. Please note - investing involves risk, and past performance is no guarantee of future results. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. Neither United Planners nor its financial professionals render legal or tax advice. Please seek such advice from your own tax and legal counsel.  If assistance is needed, the reader is advised to engage the services of a competent professional. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.

This page contains links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window.  These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties.  We are not making any recommendations or providing any advise on securities in particular or investments in general. Neither JBirney Financial nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

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