Everwise Investment Services
College Planning
Getting a financial expert to create a college saving strategy is like having the smartest kid as a personal tutor.
Earning good grades and test scores is a big challenge. We can make things a little easier by helping students and parents discover better ways to build up savings over the years.
When it comes to acing a big exam, the sooner you start studying, the better prepared you'll be. The same goes for college planning. To save enough to meet higher education costs, the key is to start early and learn about various investment options. At Everwise Investment Services, our experienced team is happy to explain the benefits of tax-advantaged strategies like Coverdell Educational Savings Accounts and 529 plans.
Also
- Many accounts come with tax benefits
- Set up automatic transfers
- Easy access to manage your funds online
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. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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May Lose Value
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Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.
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.
LPL Financial Form CRS.