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Matthew “OB” Oberdorfer

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5–7 minutes

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College Savings Plans, 529s and ESAs: Checklist included

Your #5 tax-advantaged investment priority is establishing a College Savings Plan (529 or ESA) for future…

Checklists, Investing, Taxes & Risk

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OBfi (oh-bee-fy) v. ❶ to provide transparent, independent financial advice built around planning, investing, taxes, risk, and real-life decision-making. ❷ to modernize financial advising through fee-only guidance, flat-fee planning, specialty advice without product sales, price transparency and lock, and relationships built on alignment, trust, and long-term thinking.

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About OBERDORFER FINANCIAL

Fee-only, fiduciary investing and planning for hard-working men, women, and owners who want every dollar pointed at a mission. Serving clients virtually across the USA, and locally at 153 N. High St, Gahanna, OH 43230.

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Disclosures

The OIC Advisory LLC (“The Advisory”), DBA Oberdorfer Financial, is a registered investment advisor offering advisory services in the states of Ohio and Florida and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, The OIC Advisory LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. The Advisory does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall The Advisory be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if The Advisory or The Advisory authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Hyperlink Disclosure: The information being provided is strictly as a courtesy/convenience. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at those websites. The OIC Advisory LLC is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website. When you access one of those websites, you are leaving our website and assume total responsibility and risk for use of the websites you are visiting. The OIC Advisory LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by a third party, whether linked to The OIC Advisory LLC’s website or incorporated herein, and takes no responsibility thereof.

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College Savings Plans, 529s and ESAs: Checklist included