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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. Magnifi Wealth Management 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 educational savings accounts that are available. Our local professionals 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

Get Started

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 professional.

Call (888) 597-4516

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Working with a financial advisor

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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LPL Financial Form CRS 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and Magnifi Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Magnifi Wealth Management, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Magnifi Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union

Not Credit Union
Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.