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EDUCATION PLANNING

A growing family means college is just down the road. Get ready with a financial plan to potentially manage those costs. You have options, including dedicated educational savings plans, to start now.

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Education


Invest in Their Future

Individualized

Individualized

We’ll help you explore the various savings and investing options available to you based your specific needs and goals for the future.

Tax Advantaged

Tax Advantaged Plans

Some educational investment options offer tax advantages and higher contribution limits, including 529 savings plans. Contributions are often federal tax-free when used for qualified education expenses.

Staying on Track

Staying On Track

Let’s check in periodically to make sure your educational savings plan is on track and make any changes you would like as your little one grows.

 

Your first consultation is free!

Let's talk about your goals so you can start making a financial plan that fits you!

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Prior to investing in a 529 Plan, investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

The LPL Financial registered representative(s) 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.

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

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