We provide asset allocation design and ongoing investment management services for managing 529 accounts hosted at College America.

We help our clients meet their college funding goals by designing age-specific portfolios in tax-efficient 529 college plans. We then monitor and annually rebalance each account to ensure savings and investments are on target to meet educational funding goals.

Q&A: How Much K-12 Tuition Can I Reimburse from 529 Plan?

with No Comments

By flowing money through a 529 account, a Virginia tax payer could receive a $575 discount on their private school tuition.

No One Will Loan You Money For Retirement

with No Comments

If you have to choose between your retirement or your children’s college savings, choose your retirement.

Read More

Like what you read? Subscribe to our newsletter!