Page 128 - Sample Financial Plan 4-1-2019 v2

The Advantages of Starting Early

Once a child is nine years old, half of your time to save for college has passed! The more you

invest and the earlier you start, the more opportunity your money has to grow. Take a look at
the chart to see the growth potential of your investment over the course of 18 years.

Assumes initial contribution of $5,000 and an annual investment return of 6%.

$100,000 $91,954
Monthly Contribution
■ $50 ■ $100 ■ $200
60,000 $52,084 $53,319
$34,001
$31,169
$24,242 $20,711
$15,701
20,000 $11,431
0
6 Years 12 Years 18 Years
Years of Accumulation

This hypothetical example illustrates the future values of different regular monthly investments for different time periods and assumes an annual
investment return of 6% with an initial investment of $5,000. It is presented for illustrative purposes and does not reflect actual performance or predict
future results of OCSP and does not reflect any deduction for expenses or taxes or the benefits of any Oklahoma income tax deduction that may apply.
If such fees or charges were taken into account, returns would have been lower. With any long-term investment, investment return may vary. Such
automatic investment plans do not assure a profit or protect against losses in declining markets. Account values will fluctuate with market conditions
and the specific Investment Options that are selected.

Saving is a smart game plan

Curtis was born to play football. In fact,
when it came to college, this passion
and talent helped him get some
scholarship offers. But they weren’t
enough to cover tuition and living
expenses. Fortunately, both Curtis’
parents and grandparents opened an
Oklahoma 529 College Savings Plan
account for him early on, contributing
each month. It’s what turned the dream
of college into a reality for Curtis.