Family & Education Planning
Help give your children a strong financial foundation.
Whether you're saving for college, helping fund a future home purchase, supporting entrepreneurial dreams, or creating multigenerational wealth, having a plan today can make a meaningful impact tomorrow. Our experienced financial advisors can help you explore strategies that align with your family's goals and timeline.
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Meet Our Team Schedule Appointment
What We Can Help With
College savings strategies
Education funding options
Balancing education goals with your own retirement needs
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Saving and investing for a future down payment
Long-term wealth-building strategies
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Investment approaches designed to support entrepreneurial goals
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Creating a legacy through thoughtful financial planning and investing
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Education Planning
College savings strategies
Education funding options
Balancing education goals with your own retirement needs
First Home Planning
Saving and investing for a future down payment
Long-term wealth-building strategies
Future Business Funding
Investment approaches designed to support entrepreneurial goals
Generational Wealth Planning
Creating a legacy through thoughtful financial planning and investing
Why Plan Early?
Our advisors can help you explore strategies to:
- Save for education expenses
- Build long-term investment accounts for children and grandchildren
- Prepare for a first home purchase
- Support future business ventures
- Create a foundation for lifelong financial independence
- Establish retirement savings strategies for future generations
Frequently Asked Questions
How often should I review my family's financial plan?
Do I need a large amount of money to get started?
How do I get started?
Scheduling a conversation with one of our financial advisors is the first step. We’ll learn about your family’s goals and help create a personalized roadmap for the future.
How do I know which savings or investment strategy is right for my family?
The best approach depends on your financial situation, timeline, risk tolerance, and goals. Our advisors can help evaluate your options and recommend strategies tailored to your family’s needs.
What types of goals can family and education planning help support?
Family and education planning can help prepare for a variety of future milestones, including college expenses, trade school, a first home purchase, entrepreneurship, and other long-term financial goals.
When should I start planning for my child's financial future?
It’s never too early to start. Beginning sooner can provide more opportunities to save and invest for future goals such as education, a first home, starting a business, or long-term financial security.
Our comprehensive calculators can help you make smarter, more-informed decisions.
*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. Consumers Credit Union and Consumers Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Investment Services, and may also be employees of Consumers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union or Consumers Investment Services. Securities and insurance offered through LPL or its affiliates are:
Consumers Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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