Salal Credit Union

Saving for College

Saving for College Through CUSO Financial Services, L.P.*

As parents and grandparents, we want to support the special kids in our lives and help them achieve their dreams, no matter what they may be. Salal Investment Services and our CFS* Financial Advisor, Adrian Hedwig, can help you do this by:

Discussing different plans and uncovering what’s best for your family:

  • 529 Plans**
  • Coverdell Education Savings Accounts
  • UGMA & UTMA Custodial Accounts for Minors

Answering frequently asked questions

  • Will Medicaid count my grandchild’s 529 plans as a part of my assets?
  • Can I access the money in the event of an emergency?
  • Can a 529 plan affect my grandchild’s chance of receiving Financial Aid?

If you would like to learn more about retirement planning, please contact Adrian to arrange a convenient time for a complimentary, no obligation appointment.

Check Adrian’s background on FINRA’s BrokerCheck.

Adrian Hedwig, Financial Advisor
CUSO Financial Services, L.P.
P: 206.607.3481

*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**Investors should consider investment objectives, risks, and charges associated with Section 529 plans prior to investing. Contact your financial advisor or 529 carrier for more information about municipal fund securities which is available in the issuer’s official statement or plan disclosure which should be read carefully prior to investing.