A 529 college savings plans is like a ROTH IRA by offering no taxes on gains if used for qualified expenses. Some states even provide tax deductions. Do you have a question? Free Consultations are always available.

529 Plans Help You Save for College & Get Tax Saving?

The 529 Playbook Newsletter™

There are multiple benefits to using a 2024 Gift Tax Exemption to Fund a 529 college savings plan. It can unlock strategic opportunities for individuals or couples seeking to fund a 529 college savings plan generously.


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Our network of independent professionals can help you optimize your 529 plan, maximize tax benefits, develop comprehensive financial aid plans, offer personalized guidance to optimize your college savings and create tailored strategies aligned with your goals. 

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If you are using state-run plans, you are simply getting set-it and forget-it advice. At some point, you’ll benefit from the guidance of an independent financial professional. Importantly, they provide personalized advice, which can be particularly helpful if you have a complex financial situation, are self-employed, or simply want assurance that you’re making the right financial decisions.


Generally, fees range from as low as $200 for one savings college plan. If you desire comprehensive college savings and integrated financial aid planning, flat fees can start at around $1,000. The exact pricing will be determined based on the complexity and your specific needs. Once we have a better understanding of your situation, we can provide you with a more precise estimate.

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529 Plans and College Saving Services

529 Plan
State Selections

Although most individuals can benefit with plans sponsored by the state they live in, we can review which plan provides the best options for your personal situation.

529 Portfolio

If you need help reviewing and selecting investments, we will review your 529 plan and help you. The right investment can make a huge difference.

529 Plan
Ownership Decisions

529 plans are usually best structured in the name of parents and grandparents. We will help you review the best structure to provide the most flexibility and tax savings.

Maximize College
Tax Benefits

We can help you understand the financial aid process and develop a strategy for maximizing your eligibility for grants, scholarships, and loans. There are pros and cons with each strategy.

Financial Aid Plans

We can help you understand the financial aid process and develop a strategy for maximizing your eligibility for grants, scholarships, and loans. There are pros and cons with each strategy.

Saving Plans

There are several options for savings in college, including 529 plans, Coverdell Education Savings Accounts and UGMA/UTMA accounts. Our team of experts can help you choose the best for you.

Are you looking for an executor or help? Click on the map to see our nationwide network of executors.

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