Education Savings
Their Future is Your Greatest Priority
We’ll help educate you on your options to determine the best strategy for your educational savings needs. For example, a tax-advantaged Coverdell account can help you save for private elementary and high-school tuition, while a 529 account can help pay for qualified college expenses. We can also discuss UGMA and UTMA accounts which are taxed but don’t have contribution limits.
Contact the CFS team to schedule a complimentary, no-obligation appointment.
Resources to Help Estimate College Costs
College Cost Calculator
Enter details about the individual you’re saving for and we’ll tell you how much you’ll need to save for their education.
College Comparison Calculator
Enter your income, your state and the college(s) you’re considering and we’ll calculate the cost, including possible discounts based on your income.
Cost Effective Student Loans
Private student loans can be a cost-effective way to pay for college after scholarships, grants, savings and federal aid.
Learn More1Non-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 INSURED, are not NCUA/NCUSIF or otherwise federally insured, are not MSIC 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. Atria Wealth Solutions, Inc. (""Atria"") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through Next Financial Insurance Services Company.
CFS 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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
CFS 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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.