Education Planning

Graduating student in cap and gown hugging parent.

Understanding your options

The cost of a higher education increases every year, so getting an early start with a solid college savings plan will go a long way toward ensuring that your child or grandchild will be able to afford a higher education.

At 
Salem Five Investment Services, we will work with you to consider the investment objectives, risks, charges, and expenses associated with 529 plans and other funding options that may be right for your family.



Articles of Interest

Paying for College
The ROI of Education

Committing to higher education, whether through a student loan or directly from your savings to cover tuition, room, and board, represents a significant ...

Paying for College
Employer-Sponsored Repayment Programs

Certain companies and government agencies offer benefit programs as part of their employment to assist employees in paying off their student loans ...

Paying for College
Public Service Loan Forgiveness (PSLF)

Working in government service or for a non-profit organization might qualify you for the public service loan forgiveness program (PSLF). However, to fully qualify ...

Paying for College
Refinancing Strategies for Student Loans

Student loans. Without them, college educations would not be possible for large segments of today’s population. Whether attending state colleges and universities or ...

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


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Salem Five Bank or Salem Five Investment Services.



Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value

The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.