Save Thousands with Our College Financial Planning Services
Not sure which service is best for you? Contact us and we’ll help you decide.
Free One-Hour Consultation
Recommended for all families
Our Free Consultation includes –
- estimating what your financial aid package will be at your preferred schools
- reviewing colleges that are known to be generous with need and merit-based aid
- strategies to help you qualify for more financial aid
- reviewing your current college funding plan and potential problems
- positioning your student for a higher acceptance rate
- answers to any questions you may have about college financial planning
Maximum Aid Service
Recommended for families with an income up to $250,000
Our Maximum Aid Service includes everything we do during our Free Consultation plus –
- a complete financial review of your college funds, cash flow, retirement savings, and other assets, along with a plan to improve each area
- recommendations to reduce what you’ll pay for college while legally protecting your savings and retirement accounts during the financial aid process
- completion of the FAFSA and CSS profile financial aid forms
- writing effective appeal letters to negotiate for more financial aid from colleges
- full merit strategies and advice on various student loans
- essay writing and editing
Wealth Protection Service
Recommended for families with an income over $250,000
Our Wealth Protection Service includes everything we do for our Maximum Aid Service plus –
- planning solutions to reposition assets to non-countable solutions
- strategies on income/expense planning to better position families prior to college
- long-term planning that is non-invasive to retirement savings
- planning strategies geared to to maximize financial aid and tax savings
- safe, conservative strategies to fund future college and retirement goals
- liquid, flexible and safe strategies