Investments & Planning

    Make smart moves with money.

    Education Planning

    Building the right education fund with Credit Human can help create the possibility for more opportunities for their future.
    • Develop a personalized savings plan
    • Choose from 529 and Coverdell accounts
    • Learn about potential tax advantages

    Save for their tomorrow, today.

    Whether it’s for your child or grandchild, saving for college can be challenging. Planning and saving in advance plays an important role in helping build the right education fund. With tuition costs on the rise, planning and saving in advance plays an important role in helping build the right education fund and keep these costs manageable. Start saving early and often so you can potentially avoid debt and help create more opportunities for their future.
    From tax advantages to appropriate investment selections, there are many things to consider when deciding on the right type of education fund. Schedule a complimentary consultation with your CFS* Financial Advisor to begin evaluating the best college savings option for you.
    Wondering how much you will need to save to help them with higher education?  Get started with our college savings calculator.

    Ready to start planning for the future?

    Credit Human can help you with a customized financial strategy built around your personal goals and circumstances. Reserve your complimentary consultation today.

    Get Started

    * 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. Credit Human has contracted with CFS to make non-deposit investment products and services available to credit union members.