Getting Started

Get started today

Getting Started 2016-11-08T12:34:05+00:00

 

Tax advantages, account flexibility, and strong investment options are some of the benefits offered by the CollegeCounts 529 Fund. And with the assistance of an investment professional, setting up an account with CollegeCounts is easy.

  1. Talk to your investment professional. Your investment professional can review and assess your situation, your current savings, and your college savings goals to determine the right savings vehicle and investment and savings strategy for your situation.
  2. Project your college savings needs. Use our College Savings Planner to help determine how much you’ll need.
  3. Complete the enrollment form with your financial advisor. If you’re looking for an investment professional to assist you, we can help with our online investment professional search.

Contact your financial advisor today!