Though the end goal is the same — to help pay for education — everyone’s investment strategy may not be the same and can even differ greatly based on unique circumstances, financial constraints, timelines, and overall savings goals.
The MI 529 Advisor Plan provides a variety of professionally managed investments to choose from including enrollment-based options that automatically change as your designated beneficiary ages. Alternatively, your financial professional can tailor your portfolio with target risk, multi-fund and individual portfolio options to match your risk tolerance, timeline, and investment preferences.
