Education Funding

One of the most important investments you can make

The cost of college continues to rise, outpacing the rate of inflation year after year. Our college planning services prepare you for the added expense of one of life's most important investments.

It's never too early to start planning for a child or grandchild's education. In fact, the earlier the better. If you're like most families, life is busy and the thought of researching the complexities of the college-planning process can be overwhelming. There's a lot to consider:

  • How much time do I have to save?
  • How many children do I need to save for?
  • Does each child need a savings plan, or is it transferable?
  • How much will college cost?
  • Are there any tax advantagesD to different savings options?
  • What happens to college funds if my child chooses not to attend college?

We can help you understand the different college savings options available from traditional 529, Coverdell and Custodial college savings plans to customized investment portfolios. We'll help you find ways to reduce out-of-pocket college expenses that also fits within your overall financial strategy and college savings timeline.

Start saving for education today

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Asset Management

Simplify your financial life

Our asset management solutions are customized for you and designed to streamline your financials.
Institutional Trust

Learn about our consultative services for your business needs

We'll partner with you to help you reach your business goals.

No results found

First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.