Corporate Sponsored Higher Education Savings Plan (529)

According to Employee Benefit News (EBN) “More than half (56%) of millennials saving for college are still paying back their own student loans”


Offering a college savings plan with us is simple, painless and Inexpensive. There is no minimum balance to begin investing in institutional class mutual funds, no transaction fees plus we can mirror your 401(k) plan, if desired.

A Complete Solution 

An experienced team handles everything from customer service to marketing and engagement

Painless Implementation

Your hands-free roll out is quick and easy, allowing you to concentrate on your business.

Dedicated Account Manager

Each employer is assigned a single point-of-contact who knows your account inside and out.




Clear Financial Strategies, LLC is an Independent Registered Investment Advisory Firm currently licensed in FL and IL.

We are eligible to license in any other state as necessary. Our Online Privacy Policy can be viewed here. Our Business Continuation Plan Summary is available here.

© 2018 Clear Financial Strategies, LLC, – All rights reserved

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