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Education Planning & Funding

Save for education expenses the smart way.

Most people don’t know that you can be even smarter about saving for college. Central Minnesota Financial Advisors can help you save money for college or post-secondary education with potential tax benefits. And you can save money for your children, grandchildren or you yourself to go back to school. With the rising costs of post-secondary education, it’s a smart move.

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adding money to education coin jar

Education Savings Accounts

There are a variety of education savings accounts that are available. Our local advisors discuss the options with you and help you pick the right account for your goals and budget. Plans can include:

  • 529 Savings Plans
  • Coverdell education savings accounts
  • Roth IRAs
Education savings

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Discuss your education goals and get help with developing a savings plan with the right types of accounts with a no-obligation consultation with your local advisor.

Call (888) 597-4516

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Central Minnesota Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-4369671.1-0222-0324

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