{{parent.cta_data.text}}
529 PLANS
Michelle Wilson - Financial Professional
GOLD Financial Professional
Michelle Wilson
CSRIC®, AIF®, M.S. Family Financial PlanningContact Info:
Licensed/Registered in:
We help people align their money with their values by making socially responsible choices. Our clients invest in what matters to them and make a difference in society. Placing your core beliefs at the center of the financial planning process helps you make better long-term decisions with your assets. The variety of ethical investment options we provide means you don't have to choose between your values and your investment performance. We can provide a side-by-side comparison of 529 Plans using ethical investing options with those that do not. The initial consultation is free. Add yourself to our calendar at https://athensimpact.as.me
Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
State | Plan Name | |
---|---|---|
1 | Nevada | USAA 529 Education Savings Plan |
2 | Florida | Florida 529 Savings Plan |
3 | New Jersey | NJBEST 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | South Dakota | CollegeAccess 529 (Direct-sold) |
2 | Wisconsin | Edvest 529 |
3 | Nevada | USAA 529 Education Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | Florida | Florida 529 Savings Plan |
3 | Alaska | T. Rowe Price College Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
State | Plan Name | |
---|---|---|
1 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |