The LoneStar 529 Plan is dedicated to helping advisors provide an education savings solution best suited to their clients’ needs. As the only advisor-sold plan offered by the state of Texas, the LoneStar 529 Plan offers a comprehensive suite of tools and resources to assist advisors in achieving their clients’ education savings goals. The plan stands out with its diverse range of investment options, carefully designed to cater to individual preferences and risk tolerances. We understand that each client’s financial journey is unique, which is why we offer the flexibility for investors to work with their financial advisor to tailor investments accordingly.
LoneStar 529 Plan highlights include:
- Class A and RIA Units
- 10 Target Enrollment Year Portfolios
- 3 Risk-based Allocation Portfolios
- Robust List of Individual Asset Class Portfolios
- Competitive Total Plan Fees
- NSCC Enrollment Available
- DocuSign Accepted
Let us help you pave the way for a bright educational future for your clients’ loved ones through the LoneStar 529 Plan.