FutureMoney
for Schools
Give your school community a unique benefit offering financial wellness for their children.
We support schools and PTAs like you with an opt-in fundraising opportunity for your parent community.
Earn $25 per family annually for families maintaining $10+ weekly contributions, up to $75 per family over three years.
Get in touchEarn $25 per family annually for families maintaining $10+ weekly contributions, up to $75 per family over three years.
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Why choose FutureMoney?
Modern, user-friendly experience
A digital platform parents love, with simple onboarding, low fees, and tools that inspire positive investing habits and financial literacy at home.
Tax-advantaged accounts
Clients can open multiple accounts and choose from Roth IRA, Traditional IRA, Junior Roth IRA, 529 Plan, Custodial Roth IRA and General Investing (taxable).
Enhanced parent engagement
Offer a valuable tool for parents and grandparents to invest in their children's futures, building stronger school relationships.
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Benefits for Your School
Recurring, Zero-Cost, No-Admin Fundraising Opportunity
Recurring funding with no selling
Earn $25 per family annually for families that maintain a $10 or more weekly investment, up to $75 per family over three years.
Peace of mind for parents
Provides a secure and educational way for families to invest in a child's future, building a strong foundation.
Partnering with FutureMoney
Increased family engagement
Families are one of the key vehicles financial wellness programs can build with.
Enhanced school image
Position your school as a progressive, forward-thinking leader and a true workplace partner for families.
A financial literacy partner
FutureMoney is your trusted partner in helping to elevate financial literacy for your community.
Ready to Get Started?
Connect us today to discuss us a convenient fundraising benefit for your school community.
1 Washington St., #1553, Boston, MA 02108
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Your investments are eligible for protection of up to $500,000 (including $250,000 for cash) under SIPC coverage in the event of a brokerage firm's financial failure. SIPC coverage does not protect against market losses.
FutureMoney RIA, LLC - Form CRS, Form ADV Part 2A, Privacy Policy. SEC registration as an investment adviser does not imply a certain level of skill. All investments made are legally owned by you.
Charles Schwab & Co. Inc. - Form CRS, Form ADV Part 2A, Privacy Policy
Altruist Financial LLC - Form CRS, Form ADV Part 2A, Privacy Policy
Alpaca Securities LLC - Form CRS, Privacy Notice, Use & Risk, Terms & Conditions, PFOF, Margin, Extended Hours, BCP Summary
Your investments are eligible for protection of up to $500,000 (including $250,000 for cash) under SIPC coverage in the event of a brokerage firm's financial failure. SIPC coverage does not protect against market losses.
FutureMoney RIA, LLC - Form CRS, Form ADV Part 2A, Privacy Policy. SEC registration as an investment adviser does not imply a certain level of skill. All investments made are legally owned by you.
Charles Schwab & Co. Inc. - Form CRS, Form ADV Part 2A, Privacy Policy
Altruist Financial LLC - Form CRS, Form ADV Part 2A, Privacy Policy
Alpaca Securities LLC - Form CRS, Privacy Notice, Use & Risk, Terms & Conditions, PFOF, Margin, Extended Hours, BCP Summary
If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other advisor about how these state benefits, if any, may apply to your specific circumstances. Earnings in 529 plan or Junior Roth IRA grow tax-free. Qualified withdrawals from these accounts are tax-free. Unqualified withdrawals may be subject to tax and penalty. Consult IRS website and your state tax authority for details. Certain conditions apply to 529 plan to Roth IRA rollover. See here for details.
Projected assets under management are based on current account values, recurring contributions set, estimated returns, and goal dates.
UI Screenshots Disclosure: All screenshots provided are for illustrative purposes only and any performance figures displayed should not be considered representative of actual performance.
UI Screenshots Disclosure: All screenshots provided are for illustrative purposes only and any performance figures displayed should not be considered representative of actual performance.