Our Services
Many parents are misled by their own assumptions regarding college financial aid; consequently, they take actions that will lead to short term results without taking into consideration the effect over the long term. Our service clarifies parents' misconceptions and offers a 10,000 foot view of the college financing problem. In doing so, we help increase the scholarship money their child will receive, and save time and aggravation.
Our Services Focus on:
Maximizing your scholarship eligibility by:
- Recommending the best way to position your finances to optimize your scholarship eligibility
- Enlightening you on which colleges give the best scholarships
Protecting your assets by:
- Showing you the government approved way of protecting assets from the financial aid form
- Explaining the differences between the federal financial aid form (FAFSA) & the college board financial aid form (profile)
Partnering with you to reduce your stress and anxiety by:
- Clarifying commonly expressed misconceptions
- Working collaboratively with you to clarify educational & retirement goals
- Providing you with professional resource material not available to you
Completing the complicated financial aid forms:
- Financial aid forms need to be completed each year to reflect changes in family finances such as inheritance, retirement, or loss of employment
- Financial aid forms have as many as 217 questions
- Financial aid reporting requirements change yearly
START YOUR PLAN TODAY...CONTACT US
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FREE PHONE CONSULTATION
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WE FOCUS ON
- Maximizing scholarships
- Protecting your assets
- Saving you time and aggravation
- Completing the complicated financial aid forms
HOW WE DO BUSINESS
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