Check the background of this financial institution on FINRA's BrokerCheck.

Saving for College

Home Investment Services 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.

Our CFS* Financial Advisors at South Metro Wealth Management can help you; help your children and grandchildren by:

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 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?

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

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

**There are additional fees associated with 529 savings plans. Investments in 529s involved investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing.

Kristin Chim, CFS®
Certified Fund Specialist
Financial Advisor

Saving for College

Kristin Chim, CFS®

Quick Links

Financial Calculators