Beyond 529 Plan

Our Beyond 529 Plan will enable you to incorporate the finances as one component in helping your child choose the right fit college for them.

  • How to Pay for College
  • Total 4-Year Cost
  • Reducing the Cost of College
  • Merit Aid (not all schools offer it)
  • Need-Based Aid (the qualifications may be different than you think)
  • Asset Location (who owns them matters)
  • The Gap between what the Colleges think you can afford and the reality of your family's financial situation.

From $590 to $2,500 per student depending on family and asset makeup