529 professionals

Financial, legal and tax advisers:

Savingforcollege.com is not just for college savers. We're here for you - the professional - as well. Millions of families are seeking professional advice when it comes to developing and implementing a college savings strategy, and our goal is to help you become the trusted adviser to these families.

Products and Services

The following describes the products and services for professionals offered by Savingforcollege.com:

Premium 529 content

This service includes over 50 data points covering every direct-sold and adviser-sold 529 plan; a 529 plan comparison tool, a state tax calculator useful in suitability determinations, investment performance rankings, and more.

Directory of Financial Professionals

Financial advisors who subscribe to the Premium content service and who are looking to gain new clients can become part of our Directory of Financial Professionals. For a low cost, subscribers will have access to all of our in-dept 529 plan details and reports, as well as a detailed listing on the directory to market themselves to website visitors seeking college planning assistance.

Continuing education

As a college-planning professional, you will want to keep handy the latest edition of Joseph Hurley's The Best Way to Save for College - A Complete Guide to 529 Plans available through Amazon.com. This book is also a source of continuing education credits for CFPs, CPAs, and CLUs through Broker Educational Sales & Training Inc. You can also experience a complete immersion into 529 plans through our 529 Boot Camp, a one-day workshop held annually in conjunction with Savingforcollege.com's Annual 529 Conference.

Bulk discounts

Provide current and prospective clients with valuable information by giving them copies of any of our publications. With a minimum order, you can also have your name and firm imprinted on the covers.