Grandparent-Owned 529 Plans

Grandparent-Owned 529 Plans

September 21, 2026

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Chris Balcerowiak, CFP®

Certified Financial Planner™ Practitioner

Creative Retirement Solutions Group is a member firm of The Fiduciary Alliance, LLC, an investment adviser registered with the Securities and Exchange Commission. A copy of The Fiduciary Alliance’s current written disclosure statement discussing The Fiduciary Alliance’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from The Fiduciary Alliance upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of The Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

Creative Retirement Solutions Group

14460 Lakeside Circle

Suite 140

Sterling Heights, MI 48313

877.907.8625

Info@CRSGFamily.com

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