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Education Planning

Invest in Tomorrow: Secure Their Education Today

Whether it's for your children, grandchildren, or other deserving students, creating a secure educational fund can be an empowering gift. Our team at First Service Wealth Management, in collaboration with CUSO Financial Services, Inc.,1 is committed to sculpting an education funding strategy tailored to your aspirations and financial life.
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Embarking on Education Planning?

Whether you're laying the foundation or looking to optimize, our resources can provide the guidance you need.

Education Savings 529 Plan

This type of 529 plan is still tax-deferred college investment account, and it can also be used to pay qualified educational costs not covered by the prepaid plan such as books, lab fees, and room and board.

Prepaid Tuition 529 Plan

If you're looking to save for primary or college educations, state-sponsored 529 plans are a popular choice. The prepaid tuition plan covers only tuition and required fees upfront.

Uniform Transfers to Minors Act (UTMA) Account

Want a flexible gifting solution for minors? The UTMA account lets you make generous gifts. Not exclusively an education fund, it nevertheless becomes a handy resource when they turn 18.

Coverdell Education Savings Account (ESA)

A specialized U.S. account, the Coverdell ESA is crafted exclusively for shouldering qualified educational expenses, ensuring your beneficiary's educational dreams are never halted.

Why Choose First Service Wealth Management?

Our commitment goes beyond just investment advice. Partner with us and experience:

  • Customized Wealth Strategies

    Benefit from strategies uniquely tailored for your financial goals.

  • Expert Portfolio Management

    Trust your assets with seasoned professionals.

  • In-Depth Portfolio Reporting

    Stay updated with detailed insights.

  • Online Investment Portfolio Data

    Real-time access, anytime, anywhere.

Let's Chart Their Academic Journey

Eager to lay down the roadmap for their educational aspirations? Schedule a consultation with a First Service Wealth Management financial advisor, in partnership with CUSO Financial Services, Inc.1 Call, email, or fill out the form below.

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713-676-4356
WealthManagement@FSCU.com

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[1]

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.