05/29/2026
It’s 5/29, which makes it a great day to think about education goals.
Whether you’re planning for a child, a grandchild, or even yourself, education costs have a way of sneaking up faster than expected. Planning early can mean fewer tough tradeoffs later.
If you’re curious about what options make sense for your situation, I’m happy to be a resource.
[email protected]
(707) 447-8772
1300 Oliver Rd., Suite 270
Fairfield, CA 94534
Prior to investing in a 529 College Savings Plan, you should compare the Plan with any 529 college savings plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other benefits that are only available for investments in the home state’s plan. Please read the Plan’s Disclosure Document which includes investment objectives, risks, fees, charges and expenses, and other information. You should read the Plan Disclosure Document carefully before investing. For this and other information on any 529 College Savings Plan, contact First Command at (707) 447-8772 or your Financial Advisor. Please note that the availability of tax or other benefits may be conditioned on meeting certain requirements such as residency, purpose for or timing of distributions or other factors as applicable. As with any investment, it is possible to lose money by investing in a 529 College Savings Plan. Information provided is for general purposes only and is not intended to be a substitute for specific individualized tax or legal advice. Where specific advice is necessary or appropriate, please consult a qualified tax or legal advisor.
