529 PLANS
Craig Adamson - Financial Professional
GOLD Financial Professional
Craig Adamson
CRC, CRPSContact Info:
Licensed/Registered in:
For any parent, envisioning your child's educational aspirations and abilities can be exciting and a bit overwhelming. But it's an important component of a holistic (well-rounded) financial plan for your entire family. Whether in-person or virtually, we work to help you think thru your options. Marking where you are today while helping you envision a future path where your child can be successful.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Financial planning offered through Plan2Thrive Financial Services dba True Wealth Stewardship, a Registered Investment Advisor and a separate entity from LPL Financial
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 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | West Virginia | SMART529 WV Direct College Savings Plan |
3 | Delaware | Delaware College Investment Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | New York | New York's 529 College Savings Program -- Direct Plan |
3 | West Virginia | SMART529 WV Direct College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
2 | West Virginia | SMART529 WV Direct College Savings Plan |
3 | Delaware | Delaware College Investment Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
State | Plan Name | |
---|---|---|
1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
2 | New York | New York's 529 College Savings Program -- Direct Plan |
3 | Indiana | CollegeChoice 529 Direct Savings Plan |