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Open a 529 College Savings Account Today

Saving for College is easy with advice from the Chicago Wealth Management Group!

Here is how we can help you:

  1. Work with you to understand what goals and aspirations you have for sending your kids to college.
  2. Put together a needs analysis based on the potential colleges you are targeting, how much you have saved so far, what resources you have in the future, potential for scholarships, and other factors.
  3. We work together to put together a plan and determine what investment vehicle makes the most since for your child such as which state's 529 College Savings Plan is right for you.
  4. We setup all the accounts for you and let you know when they are initially funded.
  5. We setup a Personal Financial Website customized for you so you can track your college savings goals over time.
  6. We will monitor your plan and meet with you each year to review it.
  7. As your child gets closer to college we can help with additional resources such as financial aid, scholarships, etc.
  8. Eventually when your child is ready to go to college we will help you disburse the funds to pay for college.

For more information see our College Planning Page.  If you are not sure what to do just call us at 630-873-3577.

Get started today by clicking: Our Secure and Encrypted 529 Account Opening Form

*All situations are different, please consult your financial professional for information regarding your needs and suitability issues." "An investor should consider the investment objectives, risks and charges and expenses associated with municipal fund securities (529 Plans) before investing. More information about municipal securities is available in the issuer’s official statement. The official statement should be read carefully before investing.

Before investing, the investor should consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan.