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Saving for College

Whether they want to grow up to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams, as best we can.
Financial Resources Federal Credit Union Wealth Management and one of our CFS* Financial Advisors can help you, your children, and grandchildren by:

Client Centered

Discussing the different plans available and uncovering what's best for your family:

  • 529 Plans
  • Coverdell Education Savings Accounts
  • UGMA & UTMA Custodial Accounts for Minors

Answering frequently asked questions by grandparents

  • Will Medicaid count my grandchilds 529 plans as a part of my assets?
  • Can I access the money in the event of an emergency?
  • Can a 529 plan affect my grandchild's chance of receiving Financial Aid?

To learn more about higher education planning needs, contact us today to schedule a complimentary, no-obligation appointment.

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