Benefits of a Financial Advisor
Your financial advisor can help you understand and prioritize how you invest for tomorrow. They have the latest information and strategic insights to help you set direction and stay on the path to meeting your financial goals.
Invest Your Way,
With a Little Help
Your Financial Advisor Shows the Way
Planning your finances can be intimidating — learning the ins and outs is a full-time job … literally. That’s where your financial advisor comes in; they provide the big picture and clarity on the details. They know the questions to ask, the research to conduct, the latest details, rules, regulations and issues, plus benefits, you need to consider. It’s your financial advisor’s job to take in all that information and present it back to you as your path forward to the goals you want to meet. You’ll be surprised how quick and enjoyable the conversation can be.
Including Scholars Choice
Once you and your financial advisor have decided to take advantage of the Scholars Choice 529 Plan, and incorporate it into your financial approach, you will simply need to complete the paperwork. Your financial advisor can help you complete it, or you can download the application, fill it in at home and send it to your trusted Financial Advisor. Using the Scholars Choice 529 investment vehicle is a strong strategy for parents, grandparents, aunts, uncles and others who are looking ahead to a child’s, and their own, future.
Information you will need for the application includes:
- Who is the account owner?
- Who is the beneficiary?
- Investment instructions (Your financial advisor will walk you through this)
- How and from where the investment will be funded from.
Your Financial Advisor’s Continuing Oversight
Like anything you want to grow, you should check in on it from time to time. Your financial advisor can work with you to review your approach and make changes, as needed, that ensure you benefit from all your plan has to offer.
Tools and Calculators
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Take three simple steps toward achieving your investment goals.
Our products cover a variety of strategies for diverse investment needs.
All investments involve risk, including loss of principal. Past performance is no guarantee of future results.
IMPORTANT INFORMATION: An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement and Participation Agreement contains more information and should be read carefully before investing. If an investor and/or an investor's beneficiary are not Colorado taxpayers, they should consider before investing whether their home states offer 529 plans that provide state tax and other benefits benefits such as financial aid, scholarship funds, and protection from creditors that are only available to state taxpayers investing in such plans.
Investments in the Scholars Choice College Savings Program are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution. Investments are not guaranteed by the State of Colorado, CollegeInvest, QS Investors, LLC, Legg Mason Investor Services, LLC, or Franklin Resources, Inc., or its affiliates and are subject to risks, including loss of principal amount invested.
Franklin Resources, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
Scholars Choice® is a registered service mark of CollegeInvest. CollegeInvest and the CollegeInvest logo are registered trademarks. Administered and issued by CollegeInvest, State of Colorado. QS Investors, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the Program; together they serve as Manager of the Program. QS Investors, LLC, ClearBridge Investments, LLC, Brandywine Global Investment Management, LLC, Western Asset Management Company, and Legg Mason Investor Services, LLC are subsidiaries of Franklin Resources, Inc. Such entities became subsidiaries of Franklin Resources, Inc. in connection with Franklin Resources, Inc.’s acquisition of Legg Mason, Inc. in a transaction that closed on July 31, 2020. Templeton Global Advisors Limited, which is part of Franklin Templeton Investments, is also an affiliate of Franklin Resources, Inc. Thornburg Investment Management, Inc. is not affiliated with Franklin Resources, Inc.
Audited financial statements for the Scholars Choice® College Savings Program, including balance sheets, income statements, cash flow statements, and the Management's Discussion and Analysis (MDA), may be viewed at https://www.collegeinvest.org/about-us/financial-statements or a hard copy may be obtained by calling Scholars Choice at 1-888-572-4652.
CollegeInvest -- a division of the Colorado Department of Higher Education, which oversees the Colorado-sponsored 529 college savings programs -- has decided to retain TIAA-CREF Tuition Financing, Inc. (“TFI”) as the successor program manager for Scholars Choice. TFI intends to utilize funds managed by Nuveen, an investment manager affiliate of TFI, in managing Scholars Choice portfolios. Legg Mason, through its subsidiaries QS Investors, LLC and Legg Mason Investor Services, LLC, will work with TFI to transfer program assets, records, and management responsibilities while continuing to provide services under the terms of the services agreement on a transition basis, until such time as the transfer is completed. The goal of the parties is to complete the transfer in or about June 2021.