Please note:
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All Affinity locations will be closed Monday, May 28th in observance of Memorial Day. You can still access your accounts online, via mobile app or by calling our Member Service Center at 800.325.0808.

Education Planning

Start investing in your family's future.

Be Well-Prepared for Education Expenses

It's never too early to start planning for education expenses. As costs continue to rise, having an effective plan in place from the start can help provide you with more options when those tuition bills begin to arrive.

Affinity Investment Services1 can help you choose the savings and investment programs that are the best fit for you. From 529 Plans to other investments or accounts, there are many options to explore - regardless of whether you have already started saving or are just starting out.

Our Financial Advisors work with you to develop your education planning portfolio, taking into account factors such as your risk tolerance, age, and needs.

Contact an Affinity Financial Advisor

1Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured - Not Credit Union Guaranteed - May Lose Value. Affinity Federal Credit Union and Affinity Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL Financial does not provide tax or legal advice.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.