“…because in the United States of America, no one should go broke because they chose to go to college.” -President Barack Obama, State of the Union Address, January 27, 2010
We take the stress out of paying for college!
Financial planning for the college years is different than any other type of financial planning. The parent’s dilemma is how to pay for college with out sacrificing their upcoming retirement. “How old will you be when your youngest child graduates from college?”
For our families whose children are not yet in college, we teach the basics of Financial Aid. The Financial Aid formula is complex and created by the Department of Education – the formula is based on household income, assets, number of members in household, age of parents and siblings and more.
There are 2 types of Financial Aid:
We work with your family to determine:
We use sound business planning and proven techniques to help your family make college affordable without sacrificing your retirement or disrupting your current lifestyle.
The plan is easy to understand, easy to follow and takes stress off of the family. We create an individualized plan for each family which may include some or all of the following:
Once the plan is developed, we will coach you through the implementation of the plan. We will work with your current Accountant, Attorney and Financial Professional.
We will review the Financial Aid offers to determine which school is offering the best financial package for your family.
Because we do not sell any financial products, you are assured of easy to understand, unbiased recommendations that focus on your unique family circumstances.
Whether you are a young family just starting out, a family with Grade School or High School Students or a family or graduate student already saddled with student loans, we can provide a Personalized Financial Solution.
Learn How to Get Accepted, Pay For and Succeed at the College of Your Choice from 24 of the top College Experts in the Country! It’s FREE!
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