Broker Check

College Planning Involves More Than Saving Money


Why is college financial planning important?

A good college education is one of the most transformative and lasting gifts you can give your children. But with the current cost of college, that gift can be financially taxing even for families who have made financial preparations.

Based on your child’s abilities and your financial circumstances, there are a host of strategies you can employ to potentially save tens of thousands of dollars on your child’s tuition bill.

In order to capture these savings, you need to understand
how financial aid works AND more importantly understand where you fit.


What type of family are you?


High Merit/Low NeedLow Merit/Low Need
Non Need Merit AidSchool Selection
Private ScholarshipTest Prep
School SelectionTax Aid
Test Prep
Tax Aid
High Merit/High NeedLow Merit/High Need
100% Need Met100% Need Met
Merit AidEFC Reduction
Private ScholarshipTimely Applications
Test Prep
EFC Reduction

How We Can Help

Using the College Pre-Approval™ process, we help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and save for a comfortable retirement at the same time. We do this through our specialized knowledge of college admissions, financial aid, taxes, investing, and financial planning. It is very uncommon for an advisor to pull this expertise together specifically for college planning purposes. Through working with our clients we hope to end the student loan crisis one family at a time by helping families make smarter college buying decisions.