Higher Education Plans (529)

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

Clear Financial Strategies provides small to mid-sized businesses; the owners, executives, and families, a fiduciary process to enhance their opportunity for financial success.


Chicago Area

1750 E. Golf Rd, Suite 230 

Schaumburg, IL 60173

Phone: (844) 372-5900


Clear Financial Strategies, LLC is an Independent Registered Investment Advisory Firm. Our Online Privacy Policy can be viewed here. Our Business Continuation Plan Summary is available here.

Investments involve various risks, including the possibility of loss of some or all of your investment. This website and information are provided for educational purposes only and should not be considered financial advice. Consult with your legal and tax consul before implementing any financial strategies.

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

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