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Shot of a mother setting up an educational plan from phone Shot of a mother setting up an educational plan from phone

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Consultant and member discussing retirement options
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 Services representatives can help you choose the savings and investment programs that are suitable 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 Consultants work with you to develop your education planning portfolio, taking into account factors such as your risk tolerance, age, and needs.

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. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Federal Credit Union, and may also be employees of Affinity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives 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.

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