Skip to content

EDUCATION PLANNING

Set them up for success

  1. Invest early in tomorrow’s opportunities
  2. Single sum and monthly installment options
  3. Empower their goals and set your kids up for success

Invest early and earn over time*

Planning for the future puts your child on track for a healthy financial path, and investing early allows you to take advantage of the benefits of compounded earnings. Talk to one of our Wealth Advisors about how to start preparing today.

Connect with a wealth advisor

Fill out this form, and our team will reach out to schedule your appointment.

"*" indicates required fields

Select the checkbox if you are a member of Lighthouse Credit Union
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

*Investing & Retirement Planning Disclosure

Lighthouse Federal 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.

Securities offered through LPL Financial (LPL), a registered broker-dealer, member FINRA/SIPC. Investment Advisor Representatives conducting business as Lighthouse Wealth Advisors (LWA) offer investment advisory services through LPL, a registered investment advisor. Insurance products are offered through LPL or its licensed affiliates. Lighthouse Federal Credit Union and LWA are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LWA, and may also be employees of Lighthouse. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lighthouse or LWA. Securities and insurance offered through LPL or its affiliates are:

Not Credit Union Deposits or Obligations

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.