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Paying For College

If that thought made you catch your breath, it’s time to breathe easy. Paying for college can be an expensive prospect, but you have many options to begin investing in your child’s future, today.
LEARN HOW

Investing In The Future

There’s no greater accomplishment than securing a bright future for your child. Start planning now, and work toward realizing their dreams and yours.

Plan

We will work with you and your family to help you set actionable goals based on your vision and the time you have to pursue it. With a personalized plan and guidance from our trusted Wealth Management Advisors, you’ll be ready to execute with confidence.

Invest

There are many investment options and strategies built especially to help parents save and invest for a child’s education. Depending on your goals and the time you have to save and invest, we can recommend options for you.

Manage

Periodically, we will sit with you to review and evaluate your education savings plan and investments as you continue to pursue your education dreams.

Our Services

No matter what stage of life you’re in or what kind of advice you need, clients of Kirtland Financial Services also receive:

Background

Personalized Account Evaluations

Tax and Recordkeeping Advice*

Coordination of Third-Party Advisors

Facilitation of Family Financial Meetings

24-Hour Account Access

Educational Events

Start Today

Our Wealth Management Advisors are standing by to answer your questions and help you work toward your financial future.

IN PERSON

Let’s sit down,
and start planning together.
MAKE APPOINTMENT NOW

OVER THE PHONE

Give us a call, Monday through Friday.


CALL 1-505-254-4363
* Tax services are not offered by Kirtland Financial Services, LPL Financial or affiliated advisors.
 

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. Kirtland Federal Credit Union and Kirtland Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kirtland Financial Services, and may also be employees of Kirtland Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kirtland Federal Credit Union or Kirtland Financial Services. Securities and insurances offered through LPL or its affiliates are:

Not NCUA Insured or Any Other Government  | No Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representatives 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.

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