Enter your email to get started

Let's Find Your Top-Rated Plan

Finding the 529 plan that’s right for you is now easier than Sunday mornings. Just answer a few short questions (we’ve purposely made them super clear and understandable), and that’s it!

Next

Who are you saving for?

Required
Next

As I get closer to needing to tap into my education savings fund, I prefer to gradually shift to more stable investments.

More stable investments are less likely to lose value, but also less likely to post gains.

Required
Next

Which best describes your personal approach when it comes to growing your education savings?

Don’t worry, there are no wrong answers here, and you can always update your preference.

Required

Note: All investments have a potential risk of loss, including the loss of the amount originally invested. Selecting a conservative approach does not mean that you will not potentially lose money when you invest.

Next

What’s Your Personal Saving Style? Let’s Find Out!

What if your 529 account had $35,000 at the start of the year, but dropped to $29,750 a year later—that’s a 15% decrease. How do you think you’d react? I would:

Required
Next

What’s Your Personal Saving Style

Unexpected things happen, and external factors might cause you to take out money from your education savings 529 account prematurely. How likely is it that you will keep all your contributions in the plan until the funds are needed for school expenses?

Required
Next

What’s Your Personal Saving Style

Adding funds to your account periodically helps to reduce overall portfolio risk. How often will you add funds to your 529 account?

Required
Next

What’s Your Personal Saving Style

How important is hitting your investment goal?

Required
Next

Please download the Hadley app to receive your free 529 plan recommendation. The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with her or her financial professionals. Past performance is no guarantee of future results. There can be no assurance that any investment will achieve its objectives or avoid substantial losses.

All research and other information provided on this website has been prepared for informational purposes only and Hadley Investment Co. assumes no liability or responsibility for any errors or omissions in the content of this website or any linked website.