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SavvyFi For Consultants

Offer SavvyFi as a benefit to your clients.

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A Unique Benefit

Looking for a differentiating benefit to stand out with clients? According to several recent surveys, employer sponsored college savings plans are one of the most desirable benefits an employer can offer. Yet only 2% of companies currently offer it.

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How We Help

73% of parents say that saving for college is their #1 priority, yet 2/3rds of them don’t know what a 529 plan is and how it can prevent them and their children from adding to the $1.7 Trillion in current Student Loan debt. SavvyFi’s easy to use interface makes it easy for employees to enroll in a 529 savings plan to significantly boost their college savings.
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Why Choose SavvyFi

Market Opportunity

Less than 2% of companies offer college savings as a benefit.

No Employee Minimum

SavvyFi can be rolled out as a benefit to any company of any size.
 

At-A-Glance Portal

Easily manage all your clients from a single dashboard.

No Heavy Lifting

We handle everything from marketing to administration.

Savvy Features

Mobile & Desktop
Dashboard

Intuitive dashboard relieves anxiety about future planning.

Friends &
Family Gifting

Loved ones can contribute to education expenses.

Cashback
Rewards

Shopping at major merchants and local restaurants builds up savings quickly.

Employer
Contributions

Employers can contribute to employee accounts at whatever level they want.

How It Works

1. Client Demo
SavvyFi is available to demonstrate the platform and answer client questions so you don't have to become an expert in 529s.
2. Easy Rollout
SavvyFi provides electronic and hard copy marketing materials as well as videos for open enrollment. SavvyFi provides full customer service support to employees.
3. Electronic Signup
Employees self-enroll through a signup link or the employer’s benefits administration platform.
4. Trusted Tech
SavvyFi auto-opens a 529 account with investment funds.
5. Advanced Features
Tracking, transfers, contribution changes and many other functions are included on the platform.
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Have questions?

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Our expert team is on standby to answer any questions you may have about SavvyFi’s platform.

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Who it's for

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The fine print

Savvy Financial, Inc. (“SavvyFi”) is a web-based investment adviser. Our investment advisory services are made available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful. Nothing in this website should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors should consult with their own legal, regulatory, tax, business, investment, financial and accounting advisers. While distributions to cover K–12 tuition are tax-free on the federal level, state tax treatment will vary, and you should check with your tax professional for details. All investments involve risk, including the possible loss of money you invest, and past performance does not guarantee future performance.