Who- For anyone seeking to fund education without significant restrictions of a 529 plan, or investment risk.

What- Our alternatives eliminate those restrictions and more. Put as much money in an account for their child as you want.

How? Mark breaks it down in less than 2 minutes. For more information or to learn more about how you can implement any of our strategies for your business, just give us a call at 716-855-1600, email Mark at [email protected], or fill out the contact form below!