529-Plans-Advisorx - Financial Advisors International

scalplevelpastoralManagement

Nov 18, 2013 (3 years and 10 months ago)

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Global Asset Management Group

101 S. Wymore Rd. Ste. 127
Altamonte Springs, FL 32714 | Phone: 407
-
545
-
6447 | Fax: 407
-
951
-
8902 |
support@gamginc.com


www.GAMGinc.com

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529 Plans

529 Plans

Global Asset Management Group

offers 529 Plans
sponsored by the State of Nebraska and administered by the Nebraska
State Treasurer.

The Nebraska State Treasurer is responsible for the overall administration of the Plan. The Nebraska
Investment Council has the responsibility to invest funds deposited into the Plan.

Union Bank & Trust Company serves
as Program Manager.


Global Asset Man
agement Group offers four Age
-
Based College Savings Plan Portfolios that turn more conservative over
time.

As the beneficiary nears college age, the portfolio allocation consists of more fixed income investments. Deciding
between these four options depend
s on the account owner's risk tolerance.

After taking into account the age of the child and risk tolerance of the account owner, Global Asset Management Group
will recommend a portfolio.

The portfolio will automatically rebalance as well as re
-
allocate ba
sed on the age of the
child.


529

Plans d
o not
require

an annual review.

Clients will have

access to view their account online.

Financial Advisors will also have
access to view their client’s
account online.

1.

Either
Financial A
dvisor
or Global Asset Management Group
will directly log into TD Ameritrade and

open the
529 plan on behalf of the

client.

2.

C
lient
must
sign the 401
(
k
)/529 Plan D
isclosure and the Global Asset Management Group Client Agreement.

3.

Submit the paperwork

to the pipelin
e/message log system as well as upload the signed documents.

4.

Mail $250 check to Global Asset Managemen
t Group as indicated in the Fee

section below.

Global Asset Management Group Fees



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