Education Financial Services, Your 529 Advisors

As an Individual Saver

Anyone can own or make contributions to a 529 plan. Grandparents, aunts, uncles, friends, or other relatives can participate.

But, which 529 plan is the most suitable for your needs? 529 plans are all different. They have different investment choices, different expenses, different contribution methods and amounts, and different state tax incentives.

Our 529 Advisor Questionnaire will simplify the 529 selection process for you. Answer seven (7) questions and immediately receive two (2) recommendations. All recommendations are determined by your answers for suitability and the available plans from Education Financial Services.

The 529 Advisor Questionnaire is a fee for use program. A single use is $40,and three (3) uses are $100. Payment may be made by credit card, MasterCard or Visa, or check.

529 plans make wonderful gifts for birthdays, holidays, or any special event. You can find out how to make a gift contribution on our , Gift Contribution page.

Start Saving with the
529 Advisor Questionnaire

Securities offered through Medallion Investment Services, Inc.*
Member NASD & SIPC (410) 544-8400
Insurance products offered through Medallion Insurance Services, LLC*
*Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group

Non qualified withdrawals are subject to federal and state income tax and a 10% penalty.

The federal tax treatment of 529 Plans under the Economic and Tax Reconciliation Act of 2001 will expire after December 31, 2010 unless Congress extends the law.

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Grogan Advisory Services
1709 Cherokee Road #305
Johnson City, TN 37604
518.899.6090

This website is intended for use by residents of AZ, CA, CO, IL, MA, MI, NJ, NY, OR, SC, TX, VA and WA only. The information provided is intended for educational use only and is not meant as a solicitation in any state where we are not licensed

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