College Planning

There are a lot of ways to pay for college. Investing and other college savings plans are one way. Another is to get college paid for via scholarships and grants. And the least popular way is to take out student loans.

While many college savings plans are tax-advantaged with no age restrictions, no income phase-out limits, no residency requirements and can be used for more than just tuition, there are differences. A CFS financial advisor can help you discover which option is right for you, your family and your college-bound scholar.

To start down the path to college savings bliss, set up your initial complimentary consultation with First Tech Investment Services (available through CUSO Financial Services, L.P. (CFS), our broker/dealer) at 800.637.0852 x3371 or use the online appointment request form.

Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. First Tech Credit Union is in partnership with CFS. Financial Advisors are employees of First Tech Credit Union and registered through CFS. (Member FINRA/SIPC).