Education Planning with First Service Wealth Management

One of your savings goals might be to help your children, grandchildren, or other students you know pay for their primary or college education. The First Service Wealth Management team, available through CUSO Financial Services, Inc., can help you develop the right strategy for your family by understanding your goals and working with you to determine the right course of action.111


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New to Education Planning?

    529 Plan

    A 529 is a state-sponsored, tax-deferred college investment account. There are two types of 529 plans: prepaid tuition plans and education savings plans. The prepaid tuition plan covers only tuition and required fees. The savings plans can be used to pay qualified educational costs not covered by the prepaid plan such as books, lab fees, and room and board.

    Uniform Transfers to Minors Act (UTMA) Account

    Utilizing an UTMA account makes it easier to make gifts to minors. While UTMA accounts are not specifically designed to provide financing for college, many parents and guardians use them for this purpose because the assets become available to the minor when he or she reaches the age of 18.

    Coverdell Education Savings Account

    A Coverdell education savings account, sometimes known as a Coverdell ESA, is a trust or custodial account set up in the United States solely for paying qualified education expenses for the designated beneficiary of the account.

Benefits of Working with First Service Wealth Management

Our team can develop financial strategies to help improve your overall financial plan. Take advantage of our in-person consultative services and enjoy the following:

    Professionally Assisted Securities

    Access to Professional Portfolio Management

    Comprehensive Portfolio Reporting

    Online Access to Investment Portfolio Data

Schedule an Appointment


To make an appointment with one of our financial professionals, give us a call at 713-676-4356 or email us at


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