Save for college & pay off student debt
Anyone can start today with zero money out of pocket.
Who can save with SavvyFi?

Young Families
Get a jumpstart on saving by starting while your child is young.

Individuals With Student Debt
If you already have debt, you can use SavvyFi to help pay it off for good.

Everyone Else
Save for grandchildren, family or friends; anyone can open an account.
Why save with SavvyFi?

A Plan You Can Trust
Your earnings grow tax-free in a top tier 529 plan.

Age-Based Investments
Vanguard®, automatically shifts your investments based on age.

Open Accounts for Anyone
Start saving for grandchildren, friends or even your own student debt.

Planning Dashboard
Always know how your plan is coming together with our Intuitive dashboard.

Friends & Family Gifting
Simply share a link to receive gifts and messages from loved ones.

Cashback Rewards
Receive cashback when shopping at your favorite major & local merchants.
$100+
Average Monthly
Gifts & Cashback
$15k
Received On
One Birthday
30%
Max Cashback
Per Trip
Mobile Friendly Platform

Our web-based platform functions well on any device and requires no app download. Your account information is encrypted and secure. There’s zero tough financial questions, so you can get your college savings account set up easily in five minutes.
Planning Dashboard

See your plan come together with our intuitive dashboard. Choose a monthly savings goal that fits within your budget, and stay up-to-date on your savings growth, expected college costs, and how you are progressing toward your goals.
Friends & Family Gifting

Send a message with a special link to your friends and family when you’re celebrating your children for reaching their goals. Your loved ones can gift any amount and leave supportive comments you can cherish for years to come.
Cashback Rewards

Put saving on autopilot by linking any existing credit card to your account. Each time you shop at thousands of participating merchants, you’ll receive a percentage of your trip added to your 529 account.
Frequently Asked Questions
Why should I get started with SavvyFi?
What is a 529 plan?
A 529 plan is an investment account that allows your savings to grow tax-free if the funds are used for “qualified expenses” at “eligible higher education institutions.” That just means you’ll get a little boost on your investment earnings that wouldn’t be available otherwise. Eligible institutions include four-year universities, community colleges, and trade schools. Qualified expenses typically cover most costs associated with attending school. Learn more at: https://savvyfi.co/what-is-a-529.
Who Can Open A 529 Account?
Can you tell me more about the account?
Your savings will be invested in a Vanguard age-based option through my529’s 529 program. Vanguard’s age-based option starts out with higher growth potential when your future grad is younger and automatically reduces risk as your child approaches college age.
What if my child does not attend college?
If your child does not attend college, there are many options for what you can do with your college savings. You can transfer your 529 account to another family member, use the funds for your own education or withdraw the funds with a 10% penalty on your earnings to give your child a head start on other important financial goals.
Contact Us
If you have additional questions about SavvyFi or just want to speak to one of our representatives, please fill in your information below and someone will get back with you shortly.