Skip to main content

fairwinds.org | Financial freedom happens here.

There’s no denying the benefits of an education. But these advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how do they do it?

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.

With FAIRWINDS Wealth Management available through CUSO Financial Services, L.P.*, our CFS Financial Advisors can help you; help your children and grandchildren by:

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

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

Answer frequently asked questions by grandparents:

  • Will Medicaid count my grandchild’s 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?

How can we help?

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

We will contact you by the end of the following business day to discuss your needs.

* Required field
 

I consent to be contacted at the Home and/or Mobile number listed above regarding my FAIRWINDS request. I represent and agree that I am the wireless subscriber or customary user with respect to the mobile telephone number(s) provided and have the authority to give this consent.