Help Them Soar to New Heights

Help Them Soar to New Heights

It's never too early to start investing in your child's future. Our in-house CFS¹ financial advisor can get you started with a personalized plan that is right for your family.

Let's Get Started

What to Expect

Our CFS1 Financial Advisor will be able to help you prepare for your child's future by taking full advantage of your child's college savings plan and its benefits.

Priorities

How do I prioritize my savings between college and my retirement?

Emergency Withdrawals

Can I access the money in the event of an emergency?

Financial Aid

Can a 5292 plan affect my loved-one’s chance of receiving Financial Aid?

Possible Penalties

Will Medicaid count my grandchild’s 5292 plans as a part of my assets?

Ready to Get Started?

With a complimentary financial review, our CFS¹ financial advisor can help you explore your options and imagine your potential.

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.

2There are additional fees associated with 529 savings plans. Investments in 529s involved investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing.