Grow your practice with our premium 529 tools
Take it to the next level: Get the knowledge you need to address your client's college planning concerns with a Premium Subscription to Savingforcollege.com
Introducing the
529 Pro Evaluator
Exclusively for subscribers at the Gold and Platinum levels
The ultimate tool for fiduciary advisors lets you compare 529 plans and their underlying portfolios head-to-head. Subscribe now to try it!
- Fees and historical returns
- Projected net earning by share class
- Impact of state tax benefits
"This tool is great. It was super easy for me to compare my client's current plan to the 529 I would recommend and show him that he can save almost $10,000 in fees over the next 14 years. That's huge."
You can expertly guide your client's college savings and funding choices with full access to:
- Exclusive content for financial professionals
- 529 performance rankings and fee studies
- In-depth 529 investment portfolio data and comparisons
- Look-up tool for sales charges and breakpoint schedules
- A suite of calculators with downloadable reports
- Practice-building resources
- Biweekly newsletter
Get Started Today
Explore the benefits for yourself. Subscribe now and get your first 30 days at 50% off.
Start My TrialPricing
Basic
$25
Monthly
Unlock premium tools and content to grow your college savings expertise:
- Advisor-sold 529 plan rankings
- Portfolio fee and performance lookup
- Downloadable 529 reports
- Exclusive tools and calculators
- Biweekly Pro Update newsletter
Featured
Gold Financial Pro
$35
Monthly
Get in front of more prospective clients with:
- All the benefits of a Basic Subscription, plus:
- A listing in our Pro Directory
- Look-up tool for performance, sales charges and breakpoints
- Practice-building resources
- Exclusive access to the 529 Pro Evaluator
Platinum Financial Pro
$99
Monthly
Stand out from the competition with:
- All the benefits of a Gold Subscription, plus:
- A featured Pro Directory listing highlighting your practice
Get your first 30 days at 50% off
