Wealth Management — Saving for College
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Available through CUSO Financial Services, L.P.
Plan Your College Savings Strategy
Give them Wings So They Can Fly
Nearly all parents want to see their children reach great heights — and you are a big part of that process. It’s never too late to invest in your loved one’s future. Our CFS¹ Financial Advisor can help you put together a college savings strategy to get them started.
What to Expect
Saving for college can be tricky. It’s a good idea to make sure that you fully understand your child’s college savings plan to take full advantage of its benefits and avoid unexpected headaches. Knowing the answers up front could help. Our CFS¹ Financial Advisor can walk you through some of these most frequently asked questions and more:
- How do I prioritize my savings between college and my retirement?
- Can I access the money in the event of an emergency?
- Can a 529** plan affect my loved-one’s chance of receiving Financial Aid?
- Will Medicaid count my grandchild’s 529 plans as a part of my assets?
Meet Our CFS¹ Financial Advisor
CUSO Financial Services, L.P.
at Tulsa Federal Wealth Management
With detailed knowledge of retirement planning, investments, wealth management, and financial planning, Rick is a valuable resource for our members. He can help you create and maintain a high-quality financial strategy as well as ongoing educational support. His passion is helping members build strategies to live comfortably and confidently.
Check the background of this investment professional on FINRA’s BrokerCheck.
¹Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.