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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.  One of our Osaic Instutions financial advisors located at Financial Resources Federal Credit Union Wealth Management 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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