Planning for College
Our partners at CUSO Financial Services, L.P. (CFS*) will help you put together an education budget and start planning for college.
They Grow Up So Fast
There are several ways to save for education costs, whether it’s for a child, grandchild, or yourself. Our CFS* Financial Advisors can assist you with choosing tax-advantaged solutions to help accumulate funds to pay for college.
Ready to start planning for college?
Fill out the contact form below and a CFS* financial advisor will be in touch soon. If you have a preference for phone or email communication, please let us know in the comment section.
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* Non-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. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
** Learn more about the compensated referral arrangement between Amplify and CUSO Financial Services, L.P., on the marketing disclosures page.