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College Planning

College Planning

Saving for college tuition can be daunting, especially when you have so many expenses today. We’re here to help put you on track toward your savings goals with smart, customized plans that fit you.

Let's find the right college savings plan for you

Planning and saving for college expenses many years before you need the money can be a big help to you, even if you can only save a little bit at the beginning. The CFS Financial Advisors can help you realize the dream of sending your children to college.

  • We’ll help you get started on a education savings plan for your loved ones
  • We can also look at multiple investment options, including 529 college savings plans**

If you’d like to talk to us today, please call (808) 844.8338.

*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.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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