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College financial aid planning is more than
merely figuring our how many dollars per
month a parent needs to
save for their child's future education.
We
work with parents who have children in elementary school, middle
school, high school and even
college to
help them win at the "college financial aid game." In most
cases, parents have saved money,
but saved it in the wrong place,
making them less eligible for financial aid.
Any great player will tell you they need a great "coach" to help guide them. We
help families lower the
amount they will be expected to contribute
toward college costs and maximize the amount of financial aid
for
which they may be eligible to receive.
We
also help parents to maximize the college related tax credits and deductions they are able to receive.
Through the utilization of comprehensive financial and tax
strategies, we will provide you with the most
cost-effective
approach to fund your child's education.
Help
us understand your situation...
- Which colleges have been selected? Why?
- Are you aware of the prices of these schools?
- Has anyone explained the financial aid process and the formula?
In
addition to providing you with personalized strategies, we will
provide you with a line-by-line answer
key to each of the major
financial aid forms.
We
will work substantially to:
- Lower you family contribution
- Increase your financial need and reduce your out-of-pocket expenses
- Provide you with the most cost-effective method of paying for
college while always
seeking to preserve your hard earned assets and minimize your
out-of-pocket
expenses
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