Education & Financial Goals

Plan for your future with our specialized savings accounts and personalized guidance to help you achieve your most important financial goals.

Education Savings Solutions

529 College Savings Plan

Tax-advantaged savings plan designed specifically for education expenses

Tax-free growth for qualified education expenses

High contribution limits

State tax deductions may be available

Flexible use for K-12 or college expenses

Coverdell Education Savings Account

Tax-advantaged account for education expenses with more investment flexibility

Tax-free growth for qualified education expenses

$2,000 annual contribution limit

More investment options than 529 plans

Can be used for K-12 expenses

UGMA/UTMA Custodial Account

Flexible account that transfers to the child at age of majority

No contribution limits

Tax advantages for minors

Can be used for any purpose, not just education

Transfers to child at age 18-21 (varies by state)

Achieve Your Financial Goals

Whether you're saving for a home, planning for retirement, or building an emergency fund, we have solutions to help you reach your goals.

Home Purchase

Save for a down payment on your dream home

Timeframes

1-3 years3-5 years5+ years

Retirement

Build your nest egg for a comfortable retirement

Timeframes

Early careerMid-careerPre-retirement

Emergency Fund

Create a financial safety net for unexpected expenses

Timeframes

3 months6 months12 months

Upcoming Educational Workshops

Join our free educational workshops to learn more about financial planning and achieving your goals.

College Planning 101

Learn strategies for saving and paying for college education.

June 15, 2024

6:00 PM - 7:30 PM

Virtual Webinar

First-Time Homebuyer Workshop

Everything you need to know about buying your first home.

June 22, 2024

10:00 AM - 12:00 PM

Main Branch

Retirement Planning Essentials

Strategies for building and protecting your retirement savings.

July 8, 2024

5:30 PM - 7:00 PM

Virtual Webinar

Ready to Start Planning Your Future?

Schedule a free consultation with one of our financial advisors to create a personalized plan for your education and financial goals.