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Education Plan


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Consultant and member discussing retirement options
Be Well-Prepared for Education Expenses

It's never too early to start planning for education expenses. As costs continue to rise, having an effective plan in place from the start can help provide you with more options when those tuition bills begin to arrive.


Affinity Investment Services representatives can help you choose the savings and investment programs that are suitable for you. From 529 Plans to other investments or accounts, there are many options to explore - regardless of whether you have already started saving or are just starting out.


Our Financial Consultants work with you to develop your education planning portfolio, taking into account factors such as your risk tolerance, age, and needs.

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