Wealth Planning
Portfolio Management
Education Funding
Corporate Plans

EDUCATION FUNDING

With today’s education cost rising every year, education funding is an ever more important consideration in a long-term investment strategy. RICKSTAR Financial offers a wide selection of college savings plans that may provide tax-advantaged saving for future qualified higher-education expenses for a designated beneficiary. Your Financial Advisor can help you select the proper plan and investments based on your objectives and timeline.

College Savings Options

• 529 college savings plans 

• Coverdell education savings accounts 

• UGMA/UTMA account 

This website should not be deemed as an offer or solicitation in states where the registered representative(s)/investment advisor(s) is not registered to provide services. This communication is strictly intended for investors residing in the following states: AZ, CO, FL, GA, IL, LA, MI, MN, NJ, OH, OK, PA, TX, VA, WA, WI. Specific recommendations can only be based on review of a number of suitability factors including but not limited to the investors financial profile, investment objectives, and risk tolerance and the investors review of appropriate offering documents. Past performance is not guarantee of future results.

Securities licensed in: AZ, CO, FL, GA, IL, LA, MI, MN, NJ, OH, OK, PA, TX, VA, WA, WI. Investment Adviser Representative in: MI. Insurance licensed in: MI.

Securities offered through Newbridge Securities Corporation, member FINRA/SIPC and investment advisory services offered through Newbridge Financial Services Group, Inc, an SEC Registered Investment Adviser.

Newbridge Securities Corporation clears its securities transactions on a fully disclosed basis through Axos Clearing LLC. Axos Clearing, Member of the Securities Investor Protection Corporation – SIPC which protects securities customers of its members up to $500,000 (including up to $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. Axos Clearing’s policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to $1,150,000 in cash) per client as defined by SIPC rules. With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as defined by SIPC rules) including up to $1,150,000 for cash balances, with an aggregate limit of $100 million. This coverage does not protect against the loss of the market value of securities. SIPC does not protect against market risk, which is the risk inherent in a fluctuating market.