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COLLEGE SAVINGS

available through LPL Financial

start my college savings plan

  • 1. Approach

    An LPL Financial Advisor, located at WeStreet Wealth Management, uses a holistic, values-based approach to help you start investing in your child’s future.

  • 2. Check

    Check the background of investment professionals associated with this site on Finra’s BrokerCheck®

  • 3. Meet

    Chat with a LPL financial advisor or schedule an appointment for a complimentary financial review.

start my college savings plan
The potential to expand their possibilities begins with you. Our financial advisor can get you started with a personalized plan that fits your family’s lifestyle and budget.
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What to Expect

Priorities

How to prioritize college savings and saving for retirement.

Emergency Withdrawals

How and if you can access college savings in the event of an emergency.

Possible Penalties

If a 529 plan affects the chance of receiving Financial Aid or Medicaid.2

A LPL Financial Advisor can explore all the aspects of college savings plans to help you make prudent investment decisions.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck®.
2 Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax-free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

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. WeStreet Federal Credit Union and WeStreet Wealth Management are not registered as broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using WeStreet Wealth Management, and may also be employees of WeStreet Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of WeStreet Federal Credit Union or WeStreet Wealth Management.

The WeStreet Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, FL, GA, KS, KY, LA, MS, MO, NE, NH, NJ, NC, OK, OR, TN, TX.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency No Credit Union Guarantee Not Credit Union Deposits or Obligations May Lose Value