Curious about 529 plans? An LPL‡ Wealth Management Financial Advisor can help you.
- Decide which 529 plan is right for you
- Choose from a variety of investment options
- Assist with changing the account beneficiary or rolling over funds
- Review your overall financial strategy for education savings
- Understand estate planning advantages of 529s
Start saving with these three steps
1. Pick your 529
Our LPL‡ Financial Advisors are here to help. The first consultation is free for Elevations members.
2. Estimate qualified expenses
529s can have a wide use of funds, from college tuition, fees, room, board, books and supplies to student loan repayment or K-12 tuition. Our advisors can help you calculate an appropriate amount to save.
3. Contribute
Many 529s allow you to contribute as often as you like. We can help you with automatic monthly transfers.
Which 529 plan is right for me?
Because 529 savings plans are implemented at the state level and you can join any state’s plan, you have more than 50 options to choose from. Our LPL Financial Advisors can support you as you select a plan and pick your investments.
How can we help you?
Give us a call at (800) 429-7626 | Routing #307074580
‡ 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. Elevations Credit Union name and Elevations Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elevations Wealth Management Services and may also be employees of Elevations Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elevations Credit Union or Elevations Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Elevations 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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