What We Do > Our Services :: College Planning Services

Our Services

You've worked hard over the years to build a solid financial future for your family. Our current economic downturn has hurt us all, but it is especially painful for parents who are trying to come up with money for college. Your college nest egg is probably smaller than you expected, while college costs keep rising faster than available free scholarship money. START NOW!

Our main focus is to save our clients a minimum of 25% per year on tuition costs while protecting their assets.

And to simplify the financial process, right paper work at the right time, saving parents 10-15 hours that could be used in researching colleges

College financing can be a complex and bewildering process. We will cut through all the "red tape" and jargon to develop a customized solution to your college funding needs. Our college financial planning process is based on working with you in the following areas:

Enabling you to receive 25% more in scholarships and grants each year:

Recommending the best way to position your finances to optimize your college scholarship and grant eligibility (free money)
Enlightening you on which colleges are the most generous with their endowment

Explaining how colleges assess your ability to pay:

Using the Federal (FAFSA) and CSS Profile formulas we will explore all the options availabe to you

Clarifying the difference between the FAFSA and Profile forms and which schools want which forms

Protecting your assets by:

Showing you the proven and approved way of protecting assets from the financial aid form

Providing you with professional, unbiased recommendations on the best ways to finance a college education

Completing the complicated financial aid forms:imizing your child's eligibility for free money by:

Financial aid forms need to be completed each year to reflect changes in family finances such as inheritance, retirement, or loss of employment, etc.

Financial aid forms have over 225 questions spanning three taxable years

Financial aid reporting requirements change yearly and are becoming more intrusive

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