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Saving for College

An education creates an impact that can last generations.

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?

 Schedule Appointment

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.

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