529 Solutions is a service of Specialized Investments Group, Inc. We are building 529 Solutions because we believe it's time for something different. We are a full service investment firm that is competent, friendly and available. We want to redefine your investment experience in a new, wonderfully positive way. We start by recognizing that in the end, it is only your opinion that counts. First, a comment on what we are and second, a word on what we are not.

Successful investing to save for college or any other significant goal is not just an intellectual exercise. If it were, most smart people would be financially well off, and that just isn't the case. Successful investing is about changing behavior - making a plan that is realistic for you and your family and staying the course. We started this program to help Americans do just that. While many financial services firms are making it harder for customers to receive assistance from a live professional person, we are doing just the opposite. We will be available to assist you when it is convenient for you. We combine the convenience of technology, with the warmth and wisdom of a live investment professional. We want you to have a positive “Wow!” experience in working with us. We invite you to measure us with your expectations for competency, convenience, and courtesy.

Now, what we are not. We don’t have hot tips or quick fixes. We are not afraid to help you face the facts and deal with the reality of your situation.

We want to offer you encouragement and tell you, “IT CAN BE DONE!” and help put plans in place to make saving and paying for college a successful reality. We want to make your investment experience simple and good!