Back-to-School 529 Giveaway

We’re celebrating this back-to-school season by hosting a special giveaway to raise interest in the 529 College Savings Program. We’re going to give away a Fire HD Tablet to two lucky winners. To enter, simply fill out the form below.

A few things to know before you enter:

  • We will be mailing you a 529 brochure so you can learn more, but we will not overwhelm you with mail.
  • If you already have a 529 plan with us, you’ll be automatically entered to win one of the tablets.
  • The giveaway will run through the end of August 2023.

For over 30 years, our focus has been on providing holistic planning with exceptional service, and that is still our focus today.

We offer assistance with identifying some of today’s premiere global money managers and insurance companies and work to give you consistent financial direction no matter the type of economy or markets we find ourselves in.

We also offer assistance with the following services, including:

Contact Us

For more information about our insurance services, you can call our office at 1 (800) 533-4370 or 1 (574) 722-4222. You can also email us at

how to connect

Phone: 574-721-9521

Phone: 1-800-533-4370

Our office

1529 E Market Street, Logansport, IN 46947