Help Them Soar to New Heights

HELP THEM EXPAND THEIR POSSIBILITIES

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

Let's Get Started

What To Expect

A LPL Financial Advisor can explore all the aspects of college savings plans to help you make prudent investment decisions.

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 SMART financial review, a LPL financial advisor can help you explore your options and imagine your potential.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck®.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Tulsa Federal Credit Union and Tulsa Federal Wealth Management are not registered as broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using Tulsa Federal Wealth Management, and may also be employees of Tulsa Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tulsa Federal Credit Union or Tulsa Federal Wealth Management.

The Tulsa Federal Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, FL, GA, KS, KY, LA, MS, MO, NE, NH, NJ, NC, OK, OR, TN, TX.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

2 Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.