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

1 Affinity Investment Services Financial Advisors are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Affinity Federal Credit Union, Affinity Investment Services, or other entities named. Products offered are: • Not insured by the NCUA • not a deposit or other obligation of or guaranteed by any credit union • subject to risks including the possible loss of principal amount invested.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. INVEST does not offer tax or legal advice.

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