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College Planning through CFS* at Wright-Patt Credit Union

Guidance to help you provide for your child’s education — our Retirement Solutions team can help you understand your options for beginning to invest in your child.

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Every parent wants to provide a higher education for their children. The best way to make this happen is by starting to save today. For the most part, your investment options include:

  • 529 plans 
  • Prepaid plans 
  • Coverdell Education Savings Accounts

To help you find the right fit for your family, a financial advisor or registered representative from our Retirement Solutions team, available through our broker/dealer, CUSO Financial Services, L.P. (CFS),* will sit down with you side-by-side to help you understand the best options available for you.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer. (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: 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 CFS. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Keep more of your hard-earned money. Check out our other websites:

Respect Your Money - Young Today, Money Smart TomorrowFraud Awareness - Protect Yourself From FraudWright 4 You Mortgage - A Perfect Fit

Any links to external websites are links to alternative sites not operated by WPCU. WPCU is not responsible for the content of the alternate site. The privacy and security policies of the alternate site may differ from those practiced by WPCU. WPCU does not represent you or the third party if you enter into a transaction with the third party.

Wright-Patt Credit Union is committed to providing a website that is accessible to the widest possible audience in accordance with ADA standards and guidelines. We are actively working to increase accessibility and usability of our website to everyone. If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at (800) 762-0047 or by clicking here. All products and services available on this website are available at all Wright-Patt Credit Union branches.

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