No matter what age your child is, funding their education is an important goal that requires a lot of planning. Between scholarships, financial aid, books, classes and tuition, this can be an overwhelming process even if you have a long-term plan in place. But it doesn’t have to be.
Take time to discuss what you plan to accomplish through your savings plan with a Truliant representative. Based on how much you plan to save and how much you've saved already, we'll discuss your next steps.
You can initiate a youth savings plan or explore Dollar Dog Kids Club certificates to begin working toward your goal. As your savings grow, Truliant Financial Advisors1 can show you the best ways to realize your objectives.
Truliant Financial Advisors also offer IRS 529 tax-advantaged plans to make saving for college and post-secondary education easy. These funds can be used for tuition, fees, books, and room and board.
Call or make an appointment to speak with one of our trusted representatives. They will discuss and review your individual situation, and help you build a personalized plan to finance your child’s education and help them reach their goals and improve their lives.
Truliant Provides the Right Strategies, Products and Services:
(1) Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May lose value, No Financial Institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1686231.1-0117-0219.