Education Planning

Saving for College

We want to make it easier.

If you save early and wisely, the cost of college may be less of a burden once you, your child, or your grandchild is ready to enroll. Let a Financial Consultant, licensed through our broker-dealer CUSO Financial Services, L.P. (CFS),  help you: 

  • Determine a rough estimate of how much college may cost
  • Select a plan with certain tax advantages while saving for college
  • Help you select the most appropriate plan to set up for your child’s education
  • Recommend the right mix of investments to fund your plan depending on:
    •  how much money you can save 
    •  how long you have to grow your money  
    •  your other investments 
    •  your risk tolerance   

 You can get started now by finding a Financial Consultant near you and scheduling a complimentary consultation.


Ready to schedule your complimentary consultation with one of our highly skilled Financial Consultants? 

Contact us at 888.336.2700.

Or send an email request for an appointment.