At 4Front Credit Union, we know that higher education can be one of the greatest gifts you can give your child or grandchild. We also understand that saving for college while keeping your retirement savings on track can be particularly challenging.
Our CFS financial advisors can identify and outline different options and help you choose the right strategy for your family. Some of these strategies include:
- 529 Plans
- Coverdell Education Savings Accounts
- Custodial Accounts
- Investment accounts owned by the parent/grandparent/guardian
- Cash Value Life Insurance
Our CFS professionals will work with you to develop and implement strategies addressing the full spectrum of your family's financial needs.
We also offer several higher education planning resources you may wish to review on your own.
Eric Gandy | Financial Advisor
CUSO Financial Services, L.P.
Eric embraces a holistic approach to financial planning, getting to the core of your needs and focusing upon what matters most to you and your loved ones.
Whether you’re just starting to save, anticipating college expenses, wishing to discuss the right time to retire, or wondering how long your current nest egg will last, Eric’s proven client-centric approach ensures a solid foundation regardless of life stage or financial goals.
Besides holding the Series 7 (General Securities) and Series 66 (Uniformed Combined State Law) licenses, Eric is also licensed in life, accident and health insurance in addition to variable contracts. He possesses a degree in Business Management from Saginaw Valley State University.
Connect with Eric to discuss your financial future by calling 231.943.2624 or complete and submit the form below.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. 4Front Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.Go to main navigation